DFX Intelligence

D•••• H••••• G•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor26 years in industry

D•••• H••••• G•••••

Advisor at F••••••

SAN FRANCISCO, CA | Charlottesville, VA

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Search this name across graphsid dfx:ria:6fb92298-f698-1d6f-1e28-3da11de15fce

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Apr 13, 2000 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: F••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 29, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••••••	Independent wealth	Oct 9, 2025	n/a	yes	Charlottesville, VA\|SAN FRANCISCO, CA	Current employment
G•••• S••••••• C••••••• L••	Former SEC adviser	Jul 23, 2010	Oct 9, 2025	no	CHARLOTTESVILLE, VA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G•••• S••••••• C••••••• L••	F••••••	Oct 9, 2025	Oct 9, 2025	0	Firm change	RIA to RIA
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	G•••• S••••••• C••••••• L••	Jul 23, 2010	Jul 23, 2010

Team moves

••• Locked

Team	Left	Joined	From	Kind
154400:302050:VA:2025-10-09	Oct 9, 2025	Oct 9, 2025	CHARLOTTESVILLE, VA	Firm change

Relationships

Registered with (7)

→ F••••••Registered adviserregistration: current employment
Oct 9, 2025 to presentfactForm ADV
→ G•••• S••••••• C••••••• L••Registered adviserregistration: previous registration
Jul 23, 2010 to Oct 9, 2025factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Sep 15, 2006 to Jul 23, 2010factForm ADV
→ D•••••••• • C•••••• L••

Dated events

Occurred
Oct 9, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6fb92298-f698-1d6f-1e28-3da11de15fce
First observed: Apr 13, 2000
Last observed: Sep 15, 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.