DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

C••• W••••• H•••••

Advisor at W••••••• L••

••• Locked

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Search this name across graphsid dfx:ria:4a2ff1a3-2540-fb31-567c-dea135c2f06b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: May 23, 2016 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: W••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••••••• L••	Independent wealth	Sep 21, 2025	n/a	yes	Fairhope, AL\|FORT WORTH, TX	Current employment
F•••••• W•••••	State registered	Jan 21, 2021	n/a	yes	FAIRHOPE, AL	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W••••••• L••	F•••••• W•••••	Jun 12, 2020	Jan 21, 2021	223	Firm change	RIA to state RIA

Relationships

Registered with (2)

→ W••••••• L••Registered adviserregistration: previous registration
May 23, 2016 to Jun 12, 2020factForm ADV
→ F•••••• W•••••Registered adviserregistration: current employment
Jan 21, 2021 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4a2ff1a3-2540-fb31-567c-dea135c2f06b
First observed: May 23, 2016
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.