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A••••• H••• C••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner13 years in industry

A••••• H••• C••••

Advisor at C•••••••• F•••••••• P•••••••

RADFORD, VA

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Search this name across graphsid dfx:ria:3d2b9890-5af0-a190-d80d-15808665e4c1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 19, 2013 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: C•••••••• F•••••••• P•••••••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 18, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••• F•••••••• P•••••••	State registered	Nov 19, 2018	n/a	yes	RADFORD, VA	Current employment
O••• F•••••••• P•••••••	Independent wealth	Jul 22, 2017	Nov 14, 2018	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
O••• F•••••••• P•••••••	C•••••••• F•••••••• P•••••••	Nov 14, 2018	Nov 19, 2018	5	Firm change	RIA to state RIA
W••••••••• C•••••• M••••••••• L••	O••• F•••••••• P•••••••	Aug 8, 2017

Relationships

Registered with (4)

→ C•••••••• F•••••••• P•••••••Registered adviserregistration: current employment
Nov 19, 2018 to presentfactForm ADV
→ O••• F•••••••• P•••••••Registered adviserregistration: previous registration
Jul 22, 2017 to Nov 14, 2018factForm ADV
→ W••••••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Feb 2, 2016 to Aug 8, 2017factForm ADV
→ S•••••• N••••••• • C••••••• I•••••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3d2b9890-5af0-a190-d80d-15808665e4c1
First observed: Sep 19, 2013
Last observed: Sep 14, 2026 8 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.