A••••• H•••••••

Advisor at C••••••• P•••••••

Richmond, VA | OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:513b64f6-1b90-16e0-7fd5-e11af0ed0044

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jan 2, 2018 to Sep 15, 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: C••••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom 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
C••••••• P•••••••	Independent wealth	Sep 22, 2025	n/a	yes	Richmond, VA\|OVERLAND PARK, KS	Current employment
G••••• • G••• W••••• M•••••••••	Independent wealth	Jan 2, 2018	Sep 15, 2025	no	RICHMOND, VA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G••••• • G••• W••••• M•••••••••	C••••••• P•••••••	Sep 15, 2025	Sep 22, 2025	7	Firm change	RIA to RIA

Relationships

Registered with (2)

→ C••••••• P•••••••Registered adviserregistration: current employment
Sep 22, 2025 to presentfactForm ADV
→ G••••• • G••• W••••• M•••••••••Registered adviserregistration: previous registration
Jan 2, 2018 to Sep 15, 2025factForm ADV

Dated events

Occurred
Sep 15, 2025
Advisor changed firm
A••••• H••••••• left G••••• • G••• W••••• M••••••••• for C••••••• P••••••• (registered 2025-09-22)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:513b64f6-1b90-16e0-7fd5-e11af0ed0044
First observed: Jan 2, 2018
Last observed: Sep 15, 2026 7 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.