DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

K••••• H••••• W•••••••

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

WINTER PARK, FL

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Search this name across graphsid dfx:ria:341f2e24-093d-727b-fe07-a749075b3848

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Dec 6, 2016 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: F•••••••• H•••••• W••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••••••• H•••••• W••••• A•••••••	Independent wealth	Aug 28, 2018	n/a	yes	WINTER PARK, FL	Current employment
C•••••• S••••• • C••• I•••	National bd RIA	Dec 6, 2016	Jul 17, 2018	no	Orlando, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• S••••• • C••• I•••	F•••••••• H•••••• W••••• A•••••••	Jul 17, 2018	Aug 28, 2018	42	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ F•••••••• H•••••• W••••• A•••••••Registered adviserregistration: current employment
Aug 28, 2018 to presentfactForm ADV
→ C•••••• S••••• • C••• I•••Registered adviserregistration: previous registration
Dec 6, 2016 to Jul 17, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:341f2e24-093d-727b-fe07-a749075b3848
First observed: Dec 6, 2016
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.