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.

Current firm

HTG INVESTMENT ADVISORS INC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 18, 1996earliest registration or exam on IAPD

Years in industry

29derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Oct 18, 1996

First registration

Feb 11, 2021

Dual registered

no

IAPD individual key

2801717

• Occurred

  Sep 2, 2022
  Advisor changed firm

  Joseph Wilkins Donaldson left Forsyth Capital Llc for Htg Investment Advisors Inc (registered 2022-08-17)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a07cee33-0f55-6956-0d74-76cf5e1e871e

First observed

Feb 11, 2021

Last observed

Sep 14, 2026 5 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.