DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner13 years in industry

M•••••• D• H••••••

Advisor at A••••• W••••• M••••••••• L••

FRANKLIN, TN

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Search this name across graphsid dfx:ria:7e5c7ea2-05c5-5c12-c1b7-b4af0e2b0c94

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Aug 30, 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: A••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••• W••••• M••••••••• L••	Independent wealth	Sep 27, 2019	n/a	yes	FRANKLIN, TN	Current employment
M•••••• A••••••• G••••	n/a	Aug 24, 2017	Dec 1, 2017	no	Franklin, TN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	M•••••• A••••••• G••••	Dec 11, 2017	Mar 28, 2014	-1,354	Firm change after gap	Other
M•••••• A••••••• G••••	A••••• W••••• M••••••••• L••	Dec 1, 2017	Sep 27, 2019

Team moves

••• Locked

Team	Left	Joined	From	Kind
283545:289057:TN:2017-07-19	Jul 19, 2017	Aug 24, 2017	FRANKLIN, TN	Firm change
138228:167344:TN:2015-03-26	Mar 26, 2015	Sep 30, 2014	FRANKLIN, TN	Firm change after gap

Relationships

Registered with (5)

→ A••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Sep 27, 2019 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Aug 30, 2013 to Dec 11, 2017factForm ADV
→ M•••••• A••••••• G••••Registered adviserregistration: previous registration
Aug 24, 2017 to Dec 1, 2017factForm ADV
→ W•••••• W••••• M••••••••• L••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7e5c7ea2-05c5-5c12-c1b7-b4af0e2b0c94
First observed: Aug 30, 2013
Last observed: Sep 14, 2026 9 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.