DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner26 years in industry

M•••••• J•• H••••••

Advisor at G••••••• W••••• A•••••••• L••

RALEIGH, NC

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 2:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Sep 26, 2005 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: G••••••• W••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 1, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G••••••• W••••• A•••••••• L••	Independent wealth	May 23, 2022	n/a	yes	RALEIGH, NC	Current employment
A•••• C•••••• A•••••••• L••	Independent wealth	Jan 3, 2019	May 11, 2022	no	RALEIGH, NC\|FAIRHOPE, AL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••• C•••••• A•••••••• L••	G••••••• W••••• A•••••••• L••	May 11, 2022	May 23, 2022	12	Firm change	RIA to RIA
G••••• A•••• M••••••••• L••	A•••• C•••••• A•••••••• L••	Jan 7, 2019	Jan 3, 2019

Team moves

••• Locked

Team	Left	Joined	From	Kind
167626:305412:AL:2022-05-11	May 11, 2022	May 23, 2022	FAIRHOPE, AL	Firm change
118471:167626:NC:2019-01-07	Jan 7, 2019	Jan 3, 2019	DURHAM, NC	Firm change
150636:118471:NC:2015-12-02	Dec 2, 2015	Dec 2, 2015	RALEIGH, NC	Firm change

Relationships

Registered with (7)

→ G••••••• W••••• A•••••••• L••Registered adviserregistration: current employment
May 23, 2022 to presentfactForm ADV
→ A•••• C•••••• A•••••••• L••Registered adviserregistration: previous registration
Jan 3, 2019 to May 11, 2022factForm ADV
→ G••••• A•••• M••••••••• L••Registered adviserregistration: previous registration
Dec 2, 2015 to Jan 7, 2019factForm ADV
→ G••••••• C•••••• A•••••••• L••

Dated events

Order

Occurred
11 May 2022
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Sep 26, 2005
Last observed: Sep 14, 2026 10 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.