C••• A••• H••••

Advisor at X••••••• F••••• O•••••

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1c58174c-3e19-c0c2-bb1f-47f90a91826a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 2
On other graphs: 1
Observed: Aug 24, 2005 to Sep 14, 2026

Across DFX

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

Private Equityidentity

C••• A••• H••••

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: X••••••• F••••• O•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 15, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 9

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
X••••••• F••••• O•••••	Independent wealth	Nov 13, 2025	n/a	yes	ATLANTA, GA	Current employment
N•• R••••••• P•••••••	Mixed wealth	Nov 6, 2022	Oct 29, 2024	no	Atlanta, GA\|CHARLOTTE, NC	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N•• R••••••• P•••••••	X••••••• F••••• O•••••	Oct 29, 2024	Nov 13, 2025	380	Firm change	RIA to new firm
H•••• I••••••••• C••••••	N•• R••••••• P•••••••	Dec 31, 2022	Nov 6, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
305678:310907:GA:2022-12-31	Dec 31, 2022	Nov 6, 2022	ATLANTA, GA	Firm change after gap

Relationships

Registered with (10)

→ X••••••• F••••• O•••••Registered adviserregistration: current employment
Nov 13, 2025 to presentfactForm ADV
→ N•• R••••••• P•••••••Registered adviserregistration: previous registration
Nov 6, 2022 to Oct 29, 2024factForm ADV
→ H•••• I••••••••• C••••••Registered adviserregistration: previous registration
Nov 8, 2019 to Dec 31, 2022factForm ADV
→ T•• I••••••••• A•••• M••••••••• L••

Dated events

Occurred
Oct 29, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Dec 31, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1c58174c-3e19-c0c2-bb1f-47f90a91826a
First observed: Aug 24, 2005
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.