DFX Intelligence

P••• C••••• H•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor26 years in industry

P••• C••••• H•••••

Advisor at C••••• 1•• A••••••• G••••

Hattiesburg, MS | DUNEDIN, FL

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Search this name across graphsid dfx:ria:278a82cf-6b6c-b1a9-908d-f319f09cb62c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jan 21, 2005 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: C••••• 1•• A••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 14, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••• 1•• A••••••• G••••	Independent wealth	Oct 31, 2025	n/a	yes	Hattiesburg, MS\|DUNEDIN, FL	Current employment
C••••• I••••••••• A••••••• L••	Bd affiliated wealth	Aug 10, 2022	Jul 21, 2025	no	HATTIESBURG, MS\|SCHAUMBURG, IL\|HATTIESBURG, MS

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• I••••••••• A••••••• L••	C••••• 1•• A••••••• G••••	Jul 21, 2025	Oct 31, 2025	102	Firm change	Ibd to RIA
H•••••• W•••••• I••••••••• S••••••• I•••	C••••• I••••••••• A••••••• L••	Aug 10, 2022	Aug 10, 2022

Relationships

Registered with (5)

→ C••••• 1•• A••••••• G••••Registered adviserregistration: current employment
Oct 31, 2025 to presentfactForm ADV
→ C••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Aug 10, 2022 to Jul 21, 2025factForm ADV
→ H•••••• W•••••• I••••••••• S••••••• I•••Registered adviserregistration: previous registration
Jan 28, 2021 to Aug 10, 2022factForm ADV
→ M••••• K••••• • C••••••• L••

Dated events

Occurred
Jul 21, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:278a82cf-6b6c-b1a9-908d-f319f09cb62c
First observed: Jan 21, 2005
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.