DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

M••••• T• C•••••••

Advisor at H••••••• C••••••

MT. PLEASANT, SC

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Search this name across graphsid dfx:ria:42c87d31-d202-126d-be1d-ab2dc2d781d9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Oct 1, 2021 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••••••• C••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H••••••• C••••••	Independent wealth	Dec 20, 2024	n/a	yes	MT. PLEASANT, SC	Current employment
M••••••• F•••••••• G••••• I•••	Former SEC adviser	Oct 1, 2021	Dec 18, 2024	no	Mount Pleasant, SC\|ROCKVILLE, MD

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••••• F•••••••• G••••• I•••	H••••••• C••••••	Dec 18, 2024	Dec 20, 2024	2	Firm change	RIA to new firm

Team moves

••• Locked

Team	Left	Joined	From	Kind
122320:332277:MD:2024-12-18	Dec 18, 2024	Dec 20, 2024	ROCKVILLE, MD	Firm change

Relationships

Registered with (2)

→ H••••••• C••••••Registered adviserregistration: current employment
Dec 20, 2024 to presentfactForm ADV
→ M••••••• F•••••••• G••••• I•••Registered adviserregistration: previous registration
Oct 1, 2021 to Dec 18, 2024factForm ADV

Dated events

Occurred
Dec 18, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:42c87d31-d202-126d-be1d-ab2dc2d781d9
First observed: Oct 1, 2021
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.