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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant15 years in industry

R•••••• A••• N•••

Advisor at H•••••• W•••••

BOILING SPRINGS, PA

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Search this name across graphsid dfx:ria:2a841d57-a1e0-7313-63c6-7e17a8166468

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jan 9, 2024 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: H•••••• W•••••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

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
H•••••• W•••••	State registered	May 17, 2024	n/a	yes	BOILING SPRINGS, PA	Current employment
A••••••	Independent wealth	Jan 9, 2024	Jan 30, 2024	no	Niceville, FL\|VIRGINIA BEACH, VA

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
A••••••	H•••••• W•••••	Jan 30, 2024	May 17, 2024	108	Firm change	RIA to state RIA

Relationships

Registered with (2)

→ H•••••• W•••••Registered adviserregistration: current employment
May 17, 2024 to presentfactForm ADV
→ A••••••Registered adviserregistration: previous registration
Jan 9, 2024 to Jan 30, 2024factForm ADV

Dated events

Occurred
Jan 30, 2024
Advisor changed firm
R•••••• A••• N••• left Apforia for H•••••• W••••• (registered 2024-05-17)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2a841d57-a1e0-7313-63c6-7e17a8166468
First observed: Jan 9, 2024
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.