P•••• A• P•••••

Advisor at H•••• G•••• A••••••• L••

COLUMBIA, SC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:50ef44b2-8ada-68fe-49c7-7d8dc7236561

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Aug 16, 2005 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•••• G•••• A••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H•••• G•••• A••••••• L••	Independent wealth	Aug 17, 2018	n/a	yes	COLUMBIA, SC	Current employment
C••••••• W••••• M••••••••• L••	n/a	Mar 2, 2006	Nov 3, 2006	no	COLUMBIA, SC\|LEXINGTON, SC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••• W••••• M••••••••• L••	H•••• G•••• A••••••• L••	Nov 3, 2006	Aug 17, 2018	4,305	Firm change after gap	Other
W••••• S••••• S••••••••• I•••	C••••••• W••••• M••••••••• L••	Dec 31, 2005	Mar 2, 2006

Relationships

Registered with (3)

→ H•••• G•••• A••••••• L••Registered adviserregistration: current employment
Aug 17, 2018 to presentfactForm ADV
→ C••••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Mar 2, 2006 to Nov 3, 2006factForm ADV
→ W••••• S••••• S••••••••• I•••Registered adviserregistration: previous registration
Aug 16, 2005 to Dec 31, 2005factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:50ef44b2-8ada-68fe-49c7-7d8dc7236561
First observed: Aug 16, 2005
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.