DFX Intelligence

C•••••• B•••••• D••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner19 years in industry

C•••••• B•••••• D••••

Advisor at H• W•••••

Atlanta, GA

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Search this name across graphsid dfx:ria:7ff825d6-0e31-5c47-9501-1d43dda76654

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Dec 11, 2006 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 public••• Locked
Industry start: Dec 5, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H• W•••••	Independent wealth	Jun 1, 2022	n/a	yes	Atlanta, GA	Current employment
A•••••• W•••••	Former SEC adviser	Feb 4, 2020	Dec 31, 2023	no	ATLANTA, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••••• W•••••	H• W•••••	Dec 31, 2023	Jun 1, 2022	-578	Firm change after gap	RIA to RIA
O•••••••• P•••••••• L•••	A•••••• W•••••	Jun 7, 2022	Feb 4, 2020

Team moves

••• Locked

Team	Left	Joined	From	Kind
305732:316731:GA:2023-12-31	Dec 31, 2023	Jun 1, 2022	ATLANTA, GA	Firm change after gap
105829:305732:GA:2022-06-07	Jun 7, 2022	Feb 4, 2020	ATLANTA, GA	Firm change after gap

Relationships

Registered with (6)

→ H• W•••••Registered adviserregistration: current employment
Jun 1, 2022 to presentfactForm ADV
→ A•••••• W•••••Registered adviserregistration: previous registration
Feb 4, 2020 to Dec 31, 2023factForm ADV
→ O•••••••• P•••••••• L•••Registered adviserregistration: previous registration
Oct 28, 2015 to Jun 7, 2022factForm ADV
→ A••••••• S••••••• N••••••

Dated events

Occurred
Dec 31, 2023
Advisor changed firm
C•••••• B•••••• D•••• left A•••••• W••••• for H• W••••• (registered 2022-06-01)
Form ADVobserved 7 days ago
Occurred
Jun 7, 2022
Advisor changed firm
C•••••• B•••••• D•••• left O•••••••• P•••••••• L••• for A•••••• W••••• (registered 2020-02-04)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7ff825d6-0e31-5c47-9501-1d43dda76654
First observed: Dec 11, 2006
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.