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

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RIA / WealthAdvisorPersonal Financial Specialist26 years in industry

H••••• M••••• C••••

Advisor at C•• W••••• M••••••••• L••

LAFAYETTE, LA

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Search this name across graphsid dfx:ria:0c3f59e1-8949-9ab6-0b82-aa4468b3ed25

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Nov 4, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Current firm: C•• W••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 2, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
C•• W••••• M••••••••• L••	State registered	Aug 15, 2011	n/a	yes	LAFAYETTE, LA	Current employment
1•• G••••• A••••••• I••	Former SEC adviser	Nov 4, 2002	Jan 20, 2009	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
1•• G••••• A••••••• I••	C•• W••••• M••••••••• L••	Jan 20, 2009	Aug 15, 2011	937	Firm change after gap	Other

Relationships

Registered with (2)

→ C•• W••••• M••••••••• L••Registered adviserregistration: current employment
Aug 15, 2011 to presentfactForm ADV
→ 1•• G••••• A••••••• I••Registered adviserregistration: previous registration
Nov 4, 2002 to Jan 20, 2009factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0c3f59e1-8949-9ab6-0b82-aa4468b3ed25
First observed: Nov 4, 2002
Last observed: Sep 14, 2026 8 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.