DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)12 years in industry

G•••••• H•••

Advisor at H••••••••• F•••••••• A•••••••

••• Locked

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2ab4acb5-00f5-01b1-7665-b21c231c3b1e

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Apr 28, 2014 to Sep 17, 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••••••••• F•••••••• A•••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Apr 28, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••••••• F•••••••• S•••••••• L••	National bd RIA	Jun 29, 2026	n/a	yes	Moundsville, WV\|St Clairsville, OH	Current employment
H••••••••• F•••••••• A•••••••	Bd affiliated wealth	Jul 12, 2017	n/a	yes	ST. CLAIRSVILLE, OH	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O•••• I••••••••• I•••	H••••••••• F•••••••• A•••••••	Jun 12, 2017	Jul 12, 2017	30	Firm change	Other
K•• I••••••••• S••••••• L••	O•••• I••••••••• I•••	Oct 19, 2016	Oct 20, 2016

Team moves

••• Locked

Team	Left	Joined	From	Kind
6413:136300:PA:2016-09-21	Sep 21, 2016	Sep 21, 2016	PITTSBURGH, PA	Firm change

Relationships

Registered with (5)

→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: current employment
Jun 29, 2026 to presentfactForm ADV
→ H••••••••• F•••••••• A•••••••Registered adviserregistration: current employment
Jul 12, 2017 to presentfactForm ADV
→ O•••• I••••••••• I•••Registered adviserregistration: previous registration
Oct 20, 2016 to Jun 12, 2017factForm ADV
→ K•• I••••••••• S••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2ab4acb5-00f5-01b1-7665-b21c231c3b1e
First observed: Apr 28, 2014
Last observed: Sep 17, 2026 6 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.