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

W•••••• H••••••

M•••••• L••••• P•••••• F••••• • S•••• I•••••••••wirehousePortsmouth, Nhdual registrantIAPD 7113287

Feed of 09/14/2026

Also filed as Travis Holland

At current firm

3 y

since Jan 18, 2023

In the industry

12 y

since Jun 1, 2014 (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

Registration history

IAPD current and previous registrations

M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse current
since Jan 18, 2023 · Portsmouth, Nh
T• P•••••• C••••• W••••• L•• BD affiliated
Mar 7, 2022 to Oct 31, 2022 · Manchester, Nh
E••••• J•••• national BD
Feb 12, 2021 to Feb 18, 2022 · Portsmouth, Nh
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Jul 26, 2019 to Feb 22, 2021 · Portsmouth, Nh

Moves

a registration end followed by a registration begin elsewhere

T• P•••••• C••••• W••••• L•• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left Oct 31, 2022, registered Jan 18, 2023 (79 days) · Affiliated broker-dealer or bank to wirehouse
E••••• J•••• to T• P•••••• C••••• W••••• L••
left Feb 18, 2022, registered Mar 7, 2022 (17 days) · Affiliated broker-dealer or bank to another
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to E••••• J••••
left Feb 22, 2021, registered Feb 12, 2021 (-10 days) · Wirehouse to affiliated broker-dealer or bank

Signals

W•••••• H•••••• left T• P•••••• C••••• W••••• L•• for M•••••• L••••• P•••••• F••••• • S•••• I••••••••• (registered 2023-01-18)
Oct 31, 2022 · Advisor changed firm · fact
W•••••• H•••••• left E••••• J•••• for T• P•••••• C••••• W••••• L•• (registered 2022-03-07)
Feb 18, 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: Wirehousederived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address