DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

C••••••• H•••••• M••••••••

Advisor at H•• W••••• M••••••••• L••

ATLANTA, GA

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Search this name across graphsid dfx:ria:7967dd2c-f91e-ec3b-625d-f1da4b63f05e

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

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: May 22, 2019 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••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H•• W••••• M••••••••• L••	State registered	Jan 23, 2025	n/a	yes	ATLANTA, GA	Current employment
N••••••• H•••••• • C••••••• L••	Independent wealth	Oct 26, 2020	Jan 14, 2025	no	ATLANTA, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N••••••• H•••••• • C••••••• L••	H•• W••••• M••••••••• L••	Jan 14, 2025	Jan 23, 2025	9	Firm change	RIA to state RIA
R•••••• J•••• • A••••••••• I•••	N••••••• H•••••• • C••••••• L••	Sep 3, 2020	Oct 26, 2020

Relationships

Registered with (4)

→ H•• W••••• M••••••••• L••Registered adviserregistration: current employment
Jan 23, 2025 to presentfactForm ADV
→ N••••••• H•••••• • C••••••• L••Registered adviserregistration: previous registration
Oct 26, 2020 to Jan 14, 2025factForm ADV
→ R•••••• J•••• • A••••••••• I•••Registered adviserregistration: previous registration
Oct 1, 2019 to Sep 3, 2020factForm ADV
→ A•••••• A••••••• S•••••••

Dated events

Occurred
Jan 14, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7967dd2c-f91e-ec3b-625d-f1da4b63f05e
First observed: May 22, 2019
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.