DFX Intelligence

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

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RIA / WealthAdvisor15 years in industry

H••••• A•••••• A••••••

Advisor at G••••• W••••• A•••••••

MIAMI, FL

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Search this name across graphsid dfx:ria:29f332af-2523-c89a-4348-ca8e2b3f8749

Data as of Sep 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Oct 8, 2012 to Sep 18, 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: G••••• W••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 29, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom 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
G••••• W••••• A•••••••	Independent wealth	Sep 17, 2026	n/a	yes	MIAMI, FL	Current employment
M••••••	Bd affiliated wealth	Jul 6, 2026	Aug 31, 2026	no	Greenville, SC\|Greer, SC	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••••	G••••• W••••• A•••••••	Aug 31, 2026	Sep 17, 2026	17	Firm change	Ibd to RIA
G••••• W••••• A•••••••	M••••••	May 24, 2026	Jul 6, 2026

Relationships

Registered with (5)

→ G••••• W••••• A•••••••Registered adviserregistration: previous registration
Jan 16, 2025 to May 24, 2026factForm ADV
→ M••••••Registered adviserregistration: previous registration
Jul 6, 2026 to Aug 31, 2026factForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
May 6, 2021 to Jan 19, 2022factForm ADV
→ C•••••••• G••••• M•••••• I•••

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Aug 31, 2026
Advisor changed firm
••• Locked
Form ADVobserved 4 days ago

Show 1 bookkeeping events

Occurred
Sep 17, 2026
••• Locked

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:29f332af-2523-c89a-4348-ca8e2b3f8749
First observed: Oct 8, 2012
Last observed: Sep 18, 2026 5 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.