DFX Intelligence

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

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RIA / WealthAdvisor25 years in industry

G•••••• C••••••••

Advisor at H••••••• F•••••••• A•••••••• L••

Jacksonville, FL

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Search this name across graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 2:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Oct 24, 2014 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•••••••• A•••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 1, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H••••••• F•••••••• A•••••••• L••	State registered	Dec 4, 2025	n/a	yes	Jacksonville, FL	Current employment
A• W••••• M••••••••• L••	Bd affiliated wealth	Aug 31, 2017	Jan 4, 2022	no	JACKSONVILLE, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A• W••••• M••••••••• L••	H••••••• F•••••••• A•••••••• L••	Jan 4, 2022	Dec 4, 2025	1,430	Firm change after gap	Ibd to state RIA
G••••• F•••••••• P•••••• C••••••• I•••	A• W••••• M••••••••• L••	Sep 27, 2017	Aug 31, 2017

Relationships

Registered with (3)

→ H••••••• F•••••••• A•••••••• L••Registered adviserregistration: current employment
Dec 4, 2025 to presentfactForm ADV
→ A• W••••• M••••••••• L••Registered adviserregistration: previous registration
Aug 31, 2017 to Jan 4, 2022factForm ADV
→ G••••• F•••••••• P•••••• C••••••• I•••Registered adviserregistration: previous registration
Oct 24, 2014 to Sep 27, 2017factForm ADV

Dated events

Order

Occurred
4 Jan 2022
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Oct 24, 2014
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.