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.
Feed of 09/14/2026
Also filed as Max Everett Hutsell
At current firm
1 y
since May 1, 2025
In the industry
16 y
since Aug 23, 2010 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
4
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
- LPL Financial LLC BD affiliated currentsince May 1, 2025 · Herndon, Va
- Grove Point Advisors, LLC formerApr 1, 2021 to May 1, 2025 · Rockville, Md
- H. Beck, Inc. formerOct 29, 2020 to Apr 1, 2021 · Ocean City, Md
- Edward Jones national BDOct 17, 2011 to Oct 30, 2020 · Ocean View, De
- Morgan Stanley wirehouseAug 24, 2010 to Sep 6, 2011 · Rehoboth Beach, De
Moves
a registration end followed by a registration begin elsewhere
- Grove Point Advisors, LLC to LPL Financial LLCleft May 1, 2025, registered May 1, 2025 (0 days) · corporate re-registration, not a move
- H. Beck, Inc. to Grove Point Advisors, LLCleft Apr 1, 2021, registered Apr 1, 2021 (0 days) · corporate re-registration, not a move
- Edward Jones to H. Beck, Inc.left Oct 30, 2020, registered Oct 29, 2020 (-1 days) · Affiliated broker-dealer or bank to another
- Morgan Stanley to Edward Jonesleft Sep 6, 2011, registered Oct 17, 2011 (41 days) · Wirehouse to affiliated broker-dealer or bank
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
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address