DFX Intelligence
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Registered advisor
M•••••• E•••• H•••••
Feed of 09/14/2026
Also filed as M••• H•••••
At current firm
17 y
since Oct 14, 2008
In the industry
22 y
since Jul 6, 2004 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- G•••••• S•••• W••••• S•••••••• L••• BD affiliated currentsince Oct 14, 2008 · Atlanta, Ga
- A••••••••• F•••••••• S•••••••• L•• national BDJul 7, 2004 to Jun 10, 2008 · Opelika, Al
Moves
a registration end followed by a registration begin elsewhere
- A••••••••• F•••••••• S•••••••• L•• to G•••••• S•••• W••••• S•••••••• L•••left Jun 10, 2008, registered Oct 14, 2008 (126 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address