DFX Intelligence

C••• J••••• N••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner26 years in industry

C••• J••••• N••••••

Advisor at H• W•••••

ATLANTA, GA | Towson, MD

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Search this name across graphsid dfx:ria:39be24eb-3b86-57d2-c264-16942b260910

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 1
Observed: Oct 29, 2001 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

C••• J••••• N••••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: H• W•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 21, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H• W•••••	Independent wealth	Jan 22, 2025	n/a	yes	Towson, MD\|ATLANTA, GA	Current employment
W•• P•••••••• L••	Former SEC adviser	Jan 10, 2014	Feb 7, 2025	no	TOWSON, MD	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•• P•••••••• L••	H• W•••••	Feb 7, 2025	Jan 22, 2025	-16	Firm change	RIA to RIA
F•• W••••• M•••••••••	W•• P•••••••• L••	Jan 7, 2014	Jan 10, 2014

Team moves

••• Locked

Team	Left	Joined	From	Kind
109971:316731:MD:2025-01-30	Feb 7, 2025	Jan 22, 2025	TOWSON, MD	Firm change

Relationships

Registered with (4)

→ H• W•••••Registered adviserregistration: current employment
Jan 22, 2025 to presentfactForm ADV
→ W•• P•••••••• L••Registered adviserregistration: previous registration
Jan 10, 2014 to Feb 7, 2025factForm ADV
→ F•• W••••• M•••••••••Registered adviserregistration: previous registration
Jul 13, 2006 to Jan 7, 2014factForm ADV
→ G•••• A•••• M••••••••• I••

Dated events

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

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:39be24eb-3b86-57d2-c264-16942b260910
First observed: Oct 29, 2001
Last observed: Sep 15, 2026 7 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.