DFX Intelligence

C••••••••• B•••• W••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner20 years in industry

C••••••••• B•••• W••••••

Advisor at H• W•••••

Columbia, MD | ATLANTA, GA

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Search this name across graphsid dfx:ria:a77a27df-9187-cfa9-9c83-62f1ab72cb96

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:01 AM 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: H• W•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 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
H• W•••••	Independent wealth	Jan 22, 2025	n/a	yes	Columbia, MD\|ATLANTA, GA	Current employment
W•• P•••••••• L••	Former SEC adviser	Mar 29, 2019	Jan 30, 2025	no	TOWSON, MD	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•• P•••••••• L••	H• W•••••	Jan 30, 2025	Jan 22, 2025	-8	Firm change	RIA to RIA
G•• A••••••• S•••••••• L••	W•• P•••••••• L••	Dec 31, 2017	Mar 29, 2019

Team moves

••• Locked

Team	Left	Joined	From	Kind
109971:316731:MD:2025-01-30	Jan 30, 2025	Jan 22, 2025	TOWSON, MD	Firm change

Relationships

Registered with (3)

→ H• W•••••Registered adviserregistration: current employment
Jan 22, 2025 to presentfactForm ADV
→ W•• P•••••••• L••Registered adviserregistration: previous registration
Mar 29, 2019 to Jan 30, 2025factForm ADV
→ G•• A••••••• S•••••••• L••Registered adviserregistration: previous registration
Jul 1, 2010 to Dec 31, 2017factForm ADV

Dated events

Occurred
Jan 30, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a77a27df-9187-cfa9-9c83-62f1ab72cb96
First observed: Jul 1, 2010
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.