DFX Intelligence

T••••• M••••••• C••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner26 years in industry

T••••• M••••••• C••••••

Advisor at H• W•••••

ATLANTA, GA

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Search this name across graphsid dfx:ria:0b4bfe6c-589f-1d70-3398-edad57d82454

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 1
Observed: Jul 9, 2002 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

T••••• M••••••• C••••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: H• W•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 24, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 7

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H• W•••••	Independent wealth	Nov 8, 2021	n/a	yes	ATLANTA, GA	Current employment
H•••••• B•••	Former SEC adviser	Jan 16, 2020	Nov 21, 2021	no	ATLANTA, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H•••••• B•••	H• W•••••	Nov 21, 2021	Nov 8, 2021	-13	Bulk transfer	RIA to RIA
T••••• A••••••• S•••••••• I•••	G•• A••••••• S•••••••• L••	Nov 27, 2019	Jun 30, 2017

Relationships

Registered with (6)

→ H• W•••••Registered adviserregistration: current employment
Nov 8, 2021 to presentfactForm ADV
→ H•••••• B•••Registered adviserregistration: previous registration
Jan 16, 2020 to Nov 21, 2021factForm ADV
→ T••••• A••••••• S•••••••• I•••Registered adviserregistration: previous registration
Oct 31, 2016 to Nov 27, 2019factForm ADV
→ G•• A••••••• S•••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0b4bfe6c-589f-1d70-3398-edad57d82454
First observed: Jul 9, 2002
Last observed: Sep 14, 2026 9 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.