DFX Intelligence

H•••• M••••• J••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor26 years in industry

H•••• M••••• J••••

Advisor at S•• C•••••• M••••••••• L••

BOSTON, MA | Atlanta, GA

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Search this name across graphsid dfx:ria:5a4efdd8-2b9d-f77e-b0f1-824888b8c72a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 1
Observed: Jul 9, 2002 to Sep 14, 2026

Across DFX

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

Private Equityidentity

H•••• M••••• J••••

Private equity principal · key crd individual

Facts

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

Current firm: S•• C•••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 19, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S•• C•••••• M••••••••• L••	Independent wealth	Feb 24, 2025	n/a	yes	BOSTON, MA\|Atlanta, GA	Current employment
E••• C•••••• G••••• L••	Former SEC adviser	Aug 16, 2018	Mar 3, 2025	no	ATLANTA, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E••• C•••••• G••••• L••	S•• C•••••• M••••••••• L••	Mar 3, 2025	Feb 24, 2025	-7	Firm change	RIA to RIA
E••• A•••••••• L••	E••• C•••••• G••••• L••	Aug 16, 2018	Aug 16, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
297596:122258:GA:2025-02-04	Mar 3, 2025	Feb 24, 2025	ATLANTA, GA	Firm change
142261:297596:GA:2018-08-16	Aug 16, 2018	Aug 16, 2018	ATLANTA, GA	Firm change

Relationships

Registered with (5)

→ S•• C•••••• M••••••••• L••Registered adviserregistration: current employment
Feb 24, 2025 to presentfactForm ADV
→ E••• C•••••• G••••• L••Registered adviserregistration: previous registration
Aug 16, 2018 to Mar 3, 2025factForm ADV
→ E••• A•••••••• L••Registered adviserregistration: previous registration
Dec 14, 2006 to Aug 16, 2018factForm ADV
→ C••••• S••••• S••••••••• •••• L••

Dated events

Occurred
Mar 3, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5a4efdd8-2b9d-f77e-b0f1-824888b8c72a
First observed: Jul 9, 2002
Last observed: Sep 14, 2026 9 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.