DFX Intelligence

H•••••• B••••• P•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

H•••••• B••••• P•••••

Advisor at A••••• A•• P••••••• S•••••••

Durham, NC | High Point, NC

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Search this name across graphsid dfx:ria:57e6e079-fea5-4409-6d9f-f2c375a659a0

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: May 2, 2017 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: A••••• A•• P••••••• S•••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••• A•• P••••••• S•••••••	Bd affiliated wealth	Oct 3, 2023	n/a	yes	Durham, NC\|High Point, NC	Current employment
V•••• F•••••••• A•••••••• I•••	Bd affiliated wealth	Mar 29, 2021	Sep 20, 2023	no	HOUSTON, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V•••• F•••••••• A•••••••• I•••	A••••• A•• P••••••• S•••••••	Sep 20, 2023	Oct 3, 2023	13	Firm change	Ibd to ibd
O•••••••••	V•••• F•••••••• A•••••••• I•••	Mar 23, 2021	Mar 29, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
106156:106766:SC:2020-12-31	Dec 31, 2020	Jan 4, 2021	GREENVILLE, SC	Firm change

Relationships

Registered with (4)

→ A••••• A•• P••••••• S•••••••Registered adviserregistration: current employment
Oct 3, 2023 to presentfactForm ADV
→ V•••• F•••••••• A•••••••• I•••Registered adviserregistration: previous registration
Mar 29, 2021 to Sep 20, 2023factForm ADV
→ O•••••••••Registered adviserregistration: previous registration
Jan 4, 2021 to Mar 23, 2021factForm ADV
→ B••• I••••••••• I••••••••• A•••••••• I•••

Dated events

Occurred
Sep 20, 2023
Advisor changed firm
H•••••• B••••• P••••• left V•••• F•••••••• A•••••••• I••• for A••••• A•• P••••••• S••••••• (registered 2023-10-03)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:57e6e079-fea5-4409-6d9f-f2c375a659a0
First observed: May 2, 2017
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.