DFX Intelligence

E••• L••• H•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner28 years in industry

E••• L••• H•••••

Advisor at H••••• F•••••••• G••••• L••

AUSTIN, TX

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Search this name across graphsid dfx:ria:4c15eb22-b04a-56af-6bc7-9a312cf4cd61

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 0
On other graphs: 0
Observed: Jul 27, 2001 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•••••••• G••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jul 30, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 8

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H••••• F•••••••• G••••• L••	State registered	Jan 22, 2021	n/a	yes	AUSTIN, TX	Current employment
H••••• F•••••••• G••••• L••	State registered	Oct 18, 2016	Dec 31, 2020	no	Austin, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••• A••••• S••••••••• L••	H••••• F•••••••• G••••• L••	Jun 7, 2016	Oct 18, 2016	133	Firm change	Other
E•••• S••••••••• L••	P••• A••••• S••••••••• L••	Jan 23, 2015	Feb 2, 2015

Team moves

••• Locked

Team	Left	Joined	From	Kind
110826:46173:TX:2015-01-20	Jan 23, 2015	Feb 2, 2015	AUSTIN, TX	Firm change

Relationships

Registered with (8)

→ H••••• F•••••••• G••••• L••Registered adviserregistration: previous registration
Oct 18, 2016 to Dec 31, 2020factForm ADV
→ P••• A••••• S••••••••• L••Registered adviserregistration: previous registration
Feb 2, 2015 to Jun 7, 2016factForm ADV
→ E•••• S••••••••• L••Registered adviserregistration: previous registration
Oct 15, 2013 to Jan 23, 2015factForm ADV
→ S•••••••• A••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4c15eb22-b04a-56af-6bc7-9a312cf4cd61
First observed: Jul 27, 2001
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.