DFX Intelligence

G••••• L•••••• H•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor20 years in industry

G••••• L•••••• H•••

Advisor at 1••• C•••••• P•••••••

GREENSBORO, NC

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Search this name across graphsid dfx:ria:8c41c9d2-c5c1-6bf3-0c5a-395a4b41f67e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Oct 4, 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: 1••• C•••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom 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
1••• C•••••• P•••••••	Independent wealth	Nov 1, 2024	n/a	yes	GREENSBORO, NC	Current employment
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	Mar 28, 2017	Nov 8, 2024	no	GREENSBORO, NC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	1••• C•••••• P•••••••	Nov 8, 2024	Nov 1, 2024	-7	Firm change	Ibd to new firm
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Mar 10, 2017

Team moves

••• Locked

Team	Left	Joined	From	Kind
149018:332702:NC:2024-11-07	Nov 8, 2024	Nov 1, 2024	GREENSBORO, NC	Firm change
7691:149018:NC:2017-03-10	Mar 10, 2017	Mar 28, 2017	GREENSBORO, NC	Firm change

Relationships

Registered with (3)

→ 1••• C•••••• P•••••••Registered adviserregistration: current employment
Nov 1, 2024 to presentfactForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Mar 28, 2017 to Nov 8, 2024factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Oct 4, 2006 to Mar 10, 2017factForm ADV

Dated events

Occurred
Nov 8, 2024
Advisor changed firm
G••••• L•••••• H••• left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for 1••• C•••••• P••••••• (registered 2024-11-01)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8c41c9d2-c5c1-6bf3-0c5a-395a4b41f67e
First observed: Oct 4, 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.