DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

M••• R• A••••

H•••• P••••••independent RIAOrlando, FlIA-onlyIAPD 5713710

Feed of 09/14/2026

Also filed as M••• A••••

At current firm

2 y

since Feb 4, 2024

In the industry

16 y

since Jan 14, 2010 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: CEO, Executive Managing Directorreportedhavenprivate.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

H•••• P•••••• independent RIA current
since Feb 4, 2024 · Orlando, Fl
A••••• A••••••• independent RIA
Apr 8, 2022 to Jul 3, 2024 · Winter Park, Fl
D••••••• S••••••••• L•• independent RIA
Jan 28, 2020 to Apr 7, 2022 · New York, Ny
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Feb 21, 2013 to Jan 28, 2020 · Winter Park, Fl
A••••••••• L••• other
Jan 18, 2010 to Jan 31, 2013 · Tampa, Fl

Moves

a registration end followed by a registration begin elsewhere

A••••• A••••••• to H•••• P••••••
left Jul 3, 2024, registered Feb 4, 2024 (-150 days) · RIA to a newly registered adviser · moved with a team
D••••••• S••••••••• L•• to A••••• A•••••••
left Apr 7, 2022, registered Apr 8, 2022 (1 days) · RIA to RIA
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to D••••••• S••••••••• L••
left Jan 28, 2020, registered Jan 28, 2020 (0 days) · Wirehouse to independent RIA
A••••••••• L••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left Jan 31, 2013, registered Feb 21, 2013 (21 days) · Other

Signals

M••• R• A•••• left A••••• A••••••• for H•••• P•••••• (registered 2024-02-04)
Jul 3, 2024 · Advisor changed firm · fact
M••• R• A•••• left D••••••• S••••••••• L•• for A••••• A••••••• (registered 2022-04-08)
Apr 7, 2022 · Advisor changed firm · fact

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: Independent wealth managerderived
Years in industry: 16derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address