DFX Intelligence

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

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RIA / WealthAdvisor11 years in industry

T••••• M• H•••••••

Advisor at R•••••••• W••••• A•••••••• L•••

RALEIGH, NC

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Search this name across graphsid dfx:ria:8944b6e4-cba8-fe37-1078-5426713ca0e0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Sep 29, 2015 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: R•••••••• W••••• A•••••••• L•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 1, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••••••• W••••• A•••••••• L•••	Independent wealth	Mar 17, 2025	n/a	yes	RALEIGH, NC	Current employment
N••••••••• M••••• I••••••••• S•••••••••	No RAUM reported	Nov 18, 2024	Feb 21, 2025	no	Raleigh, NC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N••••••••• M••••• I••••••••• S•••••••••	R•••••••• W••••• A•••••••• L•••	Feb 21, 2025	Mar 17, 2025	24	Firm change	Other
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	N••••••••• M••••• I••••••••• S•••••••••	Sep 16, 2024	Nov 18, 2024

Relationships

Registered with (3)

→ R•••••••• W••••• A•••••••• L•••Registered adviserregistration: current employment
Mar 17, 2025 to presentfactForm ADV
→ N••••••••• M••••• I••••••••• S•••••••••Registered adviserregistration: previous registration
Nov 18, 2024 to Feb 21, 2025factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Sep 29, 2015 to Sep 16, 2024factForm ADV

Dated events

Occurred
Feb 21, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Sep 16, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8944b6e4-cba8-fe37-1078-5426713ca0e0
First observed: Sep 29, 2015
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.