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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)13 years in industry

G••••• H•••••

Advisor at ••••••••

Clayton, MO | Meridian, MS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7603ba3e-6786-4207-83a6-4c355fbce1f4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jan 24, 2013 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: ••••••••
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: Jan 23, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom 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
••••••••	Independent wealth	Jul 30, 2026	n/a	yes	Meridian, MS\|Clayton, MO	Current employment
W•••• F•••• A•••••••	Wirehouse	Jan 7, 2016	Aug 11, 2026	no	MERIDIAN, MS

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
W•••• F•••• A•••••••	••••••••	Aug 11, 2026	Jul 30, 2026	-12	Firm change	Wirehouse to RIA
S•••••• N••••••• • C••••••• I•••••••••	W•••• F•••• A•••••••	Jan 13, 2016

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
19616:3767:MS:2026-08-11	Aug 11, 2026	Jul 30, 2026	MERIDIAN, MS	Firm change

Relationships

Registered with (3)

→ ••••••••Registered adviserregistration: current employment
Jul 30, 2026 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Jan 7, 2016 to Aug 11, 2026factForm ADV
→ S•••••• N••••••• • C••••••• I•••••••••Registered adviserregistration: previous registration
Jan 24, 2013 to Jan 13, 2016factForm ADV

Dated events

Occurred
Aug 11, 2026
Advisor changed firm
G••••• H••••• left W•••• F•••• A••••••• for &Partners (registered 2026-07-30)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7603ba3e-6786-4207-83a6-4c355fbce1f4
First observed: Jan 24, 2013
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.