DFX Intelligence

H• T••••••• F•••••••• S•••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

H• T••••••• F•••••••• S•••••••

H•••• G••••• T••••••• FINANCIAL SERVICES, LLC, CRD 317598

DALLAS, TX

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:2c7d9591-6320-83b0-6b8b-61e77abad1df

Data as of Feb 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Feb 20, 2026 to Feb 20, 2026
1 observations

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $79.3M••• Locked
Discretionary RAUM: $79.3M
Private client RAUM: $79.3Mderived••• Locked
Private client share: 100%derivedprivate client RAUM over total RAUM
Employees: 2
Advisory employees: 2

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
H•••• G•••••	n/a	DALLAS, TX	4	24	2	yes
P•••••• F•••• P•••	n/a	DALLAS, TX	4	12

Teams in

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
G•••• W••••• M••••••••• S•••••••• L••	2	Mar 1, 2022	Jan 12, 2022	DALLAS, TX	Team lift out	RIA to state RIA	100.0%

Relationships

Registered with (2)

← P•••••• F•••• P•••Advisorregistration: current employment
Jan 12, 2022 to presentfactForm ADV
← H•••• G•••••Advisorregistration: current employment
Jan 12, 2022 to presentfactForm ADV

Moved with (1)

← G•••• W••••• M••••••••• S•••••••• L••Registered adviser2 advisors, team lift out, same day
Mar 1, 2022 to Jan 12, 2022factForm ADV

Dated events

Occurred
Mar 1, 2022
Team lift-out
••• Locked
Form ADVobserved 8 days ago
2 advisors

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2c7d9591-6320-83b0-6b8b-61e77abad1df
First observed: Feb 20, 2026
Last observed: Feb 20, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds 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.