DFX Intelligence

A•••••• K•• D•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner14 years in industry

A•••••• K•• D•••••••

Advisor at H•••• F•••••••• P••••••• L••

VIRGINIA BEACH, VA | Virginia Beach, VA

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Search this name across graphsid dfx:ria:19fe804f-a51d-b1b0-429d-00814493e241

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jul 9, 2012 to Sep 15, 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: H•••• F•••••••• P••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jun 20, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H•••• F•••••••• P••••••• L••	State registered	Sep 4, 2025	n/a	yes	Virginia Beach, VA\|VIRGINIA BEACH, VA	Current employment
G•••••••• F•••••••• G••••• L••	Independent wealth	Sep 26, 2023	Sep 3, 2025	no	VIRGINIA BEACH, VA\|BLOOMFIELD HILLS, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G•••••••• F•••••••• G••••• L••	H•••• F•••••••• P••••••• L••	Sep 3, 2025	Sep 4, 2025	1	Firm change	RIA to state RIA
W•••••••• F•••••••• A•••••••	G•••••••• F•••••••• G••••• L••	Aug 4, 2023	Sep 26, 2023

Relationships

Registered with (4)

→ H•••• F•••••••• P••••••• L••Registered adviserregistration: current employment
Sep 4, 2025 to presentfactForm ADV
→ G•••••••• F•••••••• G••••• L••Registered adviserregistration: previous registration
Sep 26, 2023 to Sep 3, 2025factForm ADV
→ W•••••••• F•••••••• A•••••••Registered adviserregistration: previous registration
Sep 22, 2017 to Aug 4, 2023factForm ADV
→ M•• I•••••••• S•••••••• L••

Dated events

Occurred
Sep 3, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Aug 4, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:19fe804f-a51d-b1b0-429d-00814493e241
First observed: Jul 9, 2012
Last observed: Sep 15, 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.