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

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RIA / WealthAdvisorCertified Financial Planner25 years in industry

E••• B••••••• H••••••

Advisor at F•••• T•••• W••••• A••••••• L••

Charlotte, NC

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Search this name across graphsid dfx:ria:1da2fa8a-7d7a-6532-fc7d-cf555f0ba667

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 1
Observed: Jun 14, 2002 to Sep 14, 2026

Across DFX

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

Private Equityidentity

E••• B••••••• 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: F•••• T•••• W••••• A••••••• L••
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 24, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 5derivedfrom 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
F•••• T•••• W••••• A••••••• L••	Mixed wealth	Aug 20, 2021	n/a	yes	Charlotte, NC	Current employment
F•••• T•••• W••••• A••••••• L••	Mixed wealth	Apr 21, 2021	May 17, 2021	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
F•••• T•••• S••••••••• I•••	F•••• T•••• W••••• A••••••• L••	Feb 4, 2021	Apr 21, 2021	76	Firm change	Ibd to new firm
B••• I••••••••• S•••••••• I•••	F•••• T•••• S••••••••• I•••	Apr 29, 2010

Relationships

Registered with (3)

→ F•••• T•••• W••••• A••••••• L••Registered adviserregistration: previous registration
Apr 21, 2021 to May 17, 2021factForm ADV
→ F•••• T•••• S••••••••• I•••Registered adviserregistration: previous registration
Sep 28, 2010 to Feb 4, 2021factForm ADV
→ B••• I••••••••• S•••••••• I•••Registered adviserregistration: previous registration
Jan 26, 2009 to Apr 29, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1da2fa8a-7d7a-6532-fc7d-cf555f0ba667
First observed: Jun 14, 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.