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Registered advisor
M•••••• A••••• H•••
Chartered Financial Analyst
Feed of 09/14/2026
Also filed as M•••••• A••••• H•••
At current firm
0 y
since Jan 1, 2026
In the industry
22 y
since Mar 31, 2004 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
n/a
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- H••••••••• I••••••••• M••••••••• state registered currentsince Jan 1, 2026 · San Marcos, Ca
- H••••••••• A•••• M••••••••• I••• unclassifiedMar 31, 2004 to Jan 16, 2008 · Beverly Hills, Ca
Moves
a registration end followed by a registration begin elsewhere
- H••••••••• A•••• M••••••••• I••• to H••••••••• I••••••••• M•••••••••left Jan 16, 2008, registered Jan 1, 2026 (6560 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- STATE REGISTEREDderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address