DFX Intelligence

H•••• E•••• G••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor10 years in industry

H•••• E•••• G••••

Advisor at A••• L••

GREEN BANK, WV | Richmond Hill, GA

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Search this name across graphsid dfx:ria:14cb6faa-2aa1-164b-909a-30e0a8f59719

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Jun 23, 2020 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: A••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••• L••	State registered	Feb 24, 2025	n/a	yes	GREEN BANK, WV\|Richmond Hill, GA	Current employment
K••••• A••••••• S•••••••• L••	Bd affiliated wealth	Jun 25, 2022	Nov 7, 2024	no	AUSTIN, TX\|Savannah, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
K••••• A••••••• S•••••••• L••	A••• L••	Nov 7, 2024	Feb 24, 2025	109	Firm change	Ibd to state RIA
M••••• S••••••	K••••• A••••••• S•••••••• L••	Mar 17, 2022	Jun 25, 2022

Relationships

Registered with (3)

→ A••• L••Registered adviserregistration: current employment
Feb 24, 2025 to presentfactForm ADV
→ K••••• A••••••• S•••••••• L••Registered adviserregistration: previous registration
Jun 25, 2022 to Nov 7, 2024factForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Jun 23, 2020 to Mar 17, 2022factForm ADV

Dated events

Occurred
Nov 7, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Mar 17, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:14cb6faa-2aa1-164b-909a-30e0a8f59719
First observed: Jun 23, 2020
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.