DFX Intelligence

R••• A••••• B•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Analyst17 years in industry

R••• A••••• B•••••••

Advisor at H• W•••••

ATLANTA, GA

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Search this name across graphsid dfx:ria:578fda12-ea0c-a337-c058-8829b6a39918

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Mar 11, 2009 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• W•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 10, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H• W•••••	Independent wealth	Dec 22, 2022	n/a	yes	ATLANTA, GA	Current employment
C••••••••• W••••• M•••••••••	Former SEC adviser	Mar 11, 2009	Nov 12, 2013	no	SAN DIEGO, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••••• W••••• M•••••••••	H• W•••••	Nov 12, 2013	Dec 22, 2022	3,327	Firm change after gap	Other

Relationships

Registered with (2)

→ H• W•••••Registered adviserregistration: current employment
Dec 22, 2022 to presentfactForm ADV
→ C••••••••• W••••• M•••••••••Registered adviserregistration: previous registration
Mar 11, 2009 to Nov 12, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:578fda12-ea0c-a337-c058-8829b6a39918
First observed: Mar 11, 2009
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.