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

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RIA / WealthAdvisor15 years in industry

G•••••• A•••••• H•••••

Advisor at C••• C•••••• M••••••••• A•• R••••••• I•••

Wilmette, IL | HOUSTON, TX | PHOENIX, AZ

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Search this name across graphsid dfx:ria:a180cd09-ac8b-77dd-6ae4-7ed9c371b218

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 27, 2014 to Sep 15, 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: C••• C•••••• M••••••••• A•• R••••••• I•••
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 27, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••••• I••••••••• G••••	Independent wealth	Aug 7, 2026	n/a	yes	PHOENIX, AZ\|Wilmette, IL	Current employment
C••• C•••••• M••••••••• A•• R••••••• I•••	Mixed wealth	May 4, 2023	n/a	yes

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
B•••••••• A•••• M••••••••• L••	C••• C•••••• M••••••••• A•• R••••••• I•••	May 8, 2023	May 4, 2023	-4	Firm change	Other
B••••••••• W••••• A•••••••• L••	B•••••••• A•••• M••••••••• L••	Aug 20, 2021

Relationships

Registered with (4)

→ B•••••••• I••••••••• G••••Registered adviserregistration: current employment
Aug 7, 2026 to presentfactForm ADV
→ C••• C•••••• M••••••••• A•• R••••••• I•••Registered adviserregistration: current employment
May 4, 2023 to presentfactForm ADV
→ B•••••••• A•••• M••••••••• L••Registered adviserregistration: previous registration
Aug 25, 2021 to May 8, 2023factForm ADV
→ B••••••••• W••••• A•••••••• L••

Dated events

Occurred
May 8, 2023
Advisor changed firm
G•••••• A•••••• H••••• left B•••••••• A•••• M••••••••• L•• for C••• C•••••• M••••••••• A•• R••••••• I••• (registered 2023-05-04)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a180cd09-ac8b-77dd-6ae4-7ed9c371b218
First observed: Jan 27, 2014
Last observed: Sep 15, 2026 7 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.