J••••• F• R•••

Advisor at H• W•••••

Towson, MD | ATLANTA, GA

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:563c4866-f197-ab8d-8a7e-1c9e007cddc0

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 1
Observed: Apr 25, 2013 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

J••••• F• R•••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: H• W•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 24, 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: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H• W•••••	Independent wealth	Jan 24, 2025	n/a	yes	ATLANTA, GA\|Towson, MD	Current employment
W•• P•••••••• L••	Former SEC adviser	Dec 9, 2019	Jan 30, 2025	no	TOWSON, MD	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•• P•••••••• L••	H• W•••••	Jan 30, 2025	Jan 24, 2025	-6	Firm change	RIA to RIA
C••••••••• W••••• A•••••••• L••	W•• P•••••••• L••	Mar 3, 2014	Dec 9, 2019

Team moves

••• Locked

Team	Left	Joined	From	Kind
109971:316731:MD:2025-01-30	Jan 30, 2025	Jan 24, 2025	TOWSON, MD	Firm change

Relationships

Registered with (3)

→ H• W•••••Registered adviserregistration: current employment
Jan 24, 2025 to presentfactForm ADV
→ W•• P•••••••• L••Registered adviserregistration: previous registration
Dec 9, 2019 to Jan 30, 2025factForm ADV
→ C••••••••• W••••• A•••••••• L••Registered adviserregistration: previous registration
Apr 25, 2013 to Mar 3, 2014factForm ADV

Dated events

Occurred
Jan 30, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:563c4866-f197-ab8d-8a7e-1c9e007cddc0
First observed: Apr 25, 2013
Last observed: Sep 15, 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.