DFX Intelligence

R••••••• B••••••• H••••••••• I••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant20 years in industry

R••••••• B••••••• H••••••••• I••

Advisor at H•••••••• F•••••••• G•••• L••

VIRGINIA BEACH, VA

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Search this name across graphsid dfx:ria:334f52fd-bfbc-8cb5-a970-3d8adee634dd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Feb 26, 2010 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•••••••• F•••••••• G•••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H•••••••• F•••••••• G•••• L••	Independent wealth	Nov 26, 2024	n/a	yes	VIRGINIA BEACH, VA	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Jan 26, 2021	Mar 26, 2025	no	VIRGINIA BEACH, VA\|VIRGINIA BEACH, VA\|FORT MILL, SC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	H•••••••• F•••••••• G•••• L••	Mar 26, 2025	Nov 26, 2024	-120	Firm change after gap	Ibd to RIA
N••••••••• M••••• I••••••••• S•••••••••	L•• F•••••••• L••	Feb 1, 2021	Jan 26, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
2881:6413:VA:2021-02-01	Feb 1, 2021	Jan 26, 2021	VIRGINIA BCH, VA	Firm change

Relationships

Registered with (3)

→ H•••••••• F•••••••• G•••• L••Registered adviserregistration: current employment
Nov 26, 2024 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Jan 26, 2021 to Mar 26, 2025factForm ADV
→ N••••••••• M••••• I••••••••• S•••••••••Registered adviserregistration: previous registration
Feb 26, 2010 to Feb 1, 2021factForm ADV

Dated events

Occurred
Mar 26, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:334f52fd-bfbc-8cb5-a970-3d8adee634dd
First observed: Feb 26, 2010
Last observed: Sep 14, 2026 9 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.