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N••••• K••••• W•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner13 years in industry

N••••• K••••• W•••••••

Advisor at H• W•••••

ATLANTA, GA

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Search this name across graphsid dfx:ria:61cbcabe-28b2-45ae-7055-26992ff31fc6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Aug 31, 2018 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 publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 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

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
H• W•••••	Independent wealth	May 19, 2025	n/a	yes	ATLANTA, GA	Current employment
L••••••• W••••• M•••••••••	Independent wealth	Mar 6, 2019	Nov 20, 2024	no	Atlanta, GA\|Atlanta, GA

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
L••••••• W••••• M•••••••••	H• W•••••	Nov 20, 2024	May 19, 2025	180	Firm change	RIA to RIA
M•• I•••••••• S•••••••• L••	L••••••• W••••• M•••••••••	Feb 12, 2019

Relationships

Registered with (3)

→ H• W•••••Registered adviserregistration: current employment
May 19, 2025 to presentfactForm ADV
→ L••••••• W••••• M•••••••••Registered adviserregistration: previous registration
Mar 6, 2019 to Nov 20, 2024factForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
Aug 31, 2018 to Feb 12, 2019factForm ADV

Dated events

Occurred
Nov 20, 2024
Advisor changed firm
N••••• K••••• W••••••• left L••••••• W••••• M••••••••• for H• W••••• (registered 2025-05-19)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:61cbcabe-28b2-45ae-7055-26992ff31fc6
First observed: Aug 31, 2018
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.