DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner26 years in industry

H•••••• M•••• C••••••

Advisor at W•••••• H••••• • C•• F•••••••• A•••••••• I•••

MEMPHIS, TN

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Search this name across graphsid dfx:ria:832a62cc-fce4-045e-c485-c9044724a47f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jul 1, 2010 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: W•••••• H••••• • C•• F•••••••• A•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 21, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••••• H••••• • C•• F•••••••• A•••••••• I•••	Independent wealth	Jan 3, 2023	n/a	yes	MEMPHIS, TN	Current employment
C••••	Independent wealth	Mar 1, 2016	Jan 5, 2023	no	GLENVIEW, IL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••	W•••••• H••••• • C•• F•••••••• A•••••••• I•••	Jan 5, 2023	Jan 3, 2023	-2	Firm change	RIA to RIA
W•••••• W••••• P•••••••• L••	C••••	Feb 27, 2016	Mar 1, 2016

Team moves

••• Locked

Team	Left	Joined	From	Kind
153638:110593:IL:2016-02-27	Feb 27, 2016	Mar 1, 2016	W••••••, IL	Firm change

Relationships

Registered with (3)

→ W•••••• H••••• • C•• F•••••••• A•••••••• I•••Registered adviserregistration: current employment
Jan 3, 2023 to presentfactForm ADV
→ C••••Registered adviserregistration: previous registration
Mar 1, 2016 to Jan 5, 2023factForm ADV
→ W•••••• W••••• P•••••••• L••Registered adviserregistration: previous registration
Jul 1, 2010 to Feb 27, 2016factForm ADV

Dated events

Occurred
Jan 5, 2023
Advisor changed firm
H•••••• M•••• C•••••• left Coyle for W•••••• H••••• • C•• F•••••••• A•••••••• I••• (registered 2023-01-03)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:832a62cc-fce4-045e-c485-c9044724a47f
First observed: Jul 1, 2010
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.