DFX Intelligence

T•••• L•• L•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor11 years in industry

T•••• L•• L•••••••

Advisor at H•••••••• F•••••••• G•••• L••

VIRGINIA BEACH, VA

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Search this name across graphsid dfx:ria:602b6824-12bb-db84-5129-4785f07b9e62

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Feb 10, 2015 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•••••••• F•••••••• G•••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 6, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H•••••••• F•••••••• G•••• L••	Independent wealth	Jan 29, 2026	n/a	yes	VIRGINIA BEACH, VA	Current employment
R•• P•••••• W•••••	Independent wealth	Nov 6, 2023	Jan 28, 2026	no	LANCASTER, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•• P•••••• W•••••	H•••••••• F•••••••• G•••• L••	Jan 28, 2026	Jan 29, 2026	1	Firm change	RIA to RIA
N••••••••• M••••• I••••••••• S•••••••••	R•• P•••••• W•••••	Sep 27, 2023	Nov 6, 2023

Relationships

Registered with (3)

→ H•••••••• F•••••••• G•••• L••Registered adviserregistration: current employment
Jan 29, 2026 to presentfactForm ADV
→ R•• P•••••• W•••••Registered adviserregistration: previous registration
Nov 6, 2023 to Jan 28, 2026factForm ADV
→ N••••••••• M••••• I••••••••• S•••••••••Registered adviserregistration: previous registration
Feb 10, 2015 to Sep 27, 2023factForm ADV

Dated events

Occurred
Jan 28, 2026
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Sep 27, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:602b6824-12bb-db84-5129-4785f07b9e62
First observed: Feb 10, 2015
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.