DFX Intelligence

H•••• T••••• N•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner12 years in industry

H•••• T••••• N•••••

Advisor at I•••••••• W••••• F•••••••• P••••••• L••

MECHANICSBURG, PA

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Search this name across graphsid dfx:ria:1d3ebc6a-1573-4f45-4920-236ce6ad9385

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Sep 12, 2022 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: I•••••••• W••••• F•••••••• P••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jul 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I•••••••• W••••• F•••••••• P••••••• L••	State registered	Jan 4, 2024	n/a	yes	MECHANICSBURG, PA	Current employment
G•••••• W••••• M••••••••• L••	State registered	Mar 27, 2024	Dec 23, 2024	no	RICHARDSON, TX\|Mechanicsburg, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G•••••• W••••• M••••••••• L••	n/a	Dec 23, 2024	n/a	n/a	Departure no registered destination	Departure
L•••••••• F•••••••• A•••••••• L••	I•••••••• W••••• F•••••••• P••••••• L••	Sep 18, 2023	Jan 4, 2024	108

Relationships

Registered with (3)

→ I•••••••• W••••• F•••••••• P••••••• L••Registered adviserregistration: current employment
Jan 4, 2024 to presentfactForm ADV
→ G•••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Mar 27, 2024 to Dec 23, 2024factForm ADV
→ L•••••••• F•••••••• A•••••••• L••Registered adviserregistration: previous registration
Sep 12, 2022 to Sep 18, 2023factForm ADV

Dated events

Occurred
Dec 23, 2024
Advisor departed, no destination yet
••• Locked
Form ADVobserved 8 days ago
Occurred
Sep 18, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1d3ebc6a-1573-4f45-4920-236ce6ad9385
First observed: Sep 12, 2022
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.