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

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RIA / WealthAdvisorCertified Financial Planner28 years in industry

G••••• H•••• W••••••

Advisor at C••••• W••••• M••••••••• I•••

BIRMINGHAM, AL | ATLANTA, GA | NASHVILLE, TN

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Search this name across graphsid dfx:ria:a8b94c80-7219-30f0-9380-18ac859f293e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jun 26, 2000 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••••• W••••• M••••••••• I•••
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: Jul 28, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 14derivedfrom 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
C••••• W••••• M••••••••• I•••	Independent wealth	Mar 29, 2012	n/a	yes	NASHVILLE, TN\|BIRMINGHAM, AL\|ATLANTA, GA	Current employment
S•••••• S••••••••• I•••	Bd affiliated wealth	Apr 29, 2003	Mar 20, 2012	no

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
S•••••• S••••••••• I•••	C••••• W••••• M••••••••• I•••	Mar 20, 2012	Mar 29, 2012	9	Firm change	Other
C••••••• F•••••••• G•••• L••	S•••••• S••••••••• I•••	Dec 31, 2010

Relationships

Registered with (3)

→ C••••• W••••• M••••••••• I•••Registered adviserregistration: current employment
Mar 29, 2012 to presentfactForm ADV
→ S•••••• S••••••••• I•••Registered adviserregistration: previous registration
Apr 29, 2003 to Mar 20, 2012factForm ADV
→ C••••••• F•••••••• G•••• L••Registered adviserregistration: previous registration
Jun 26, 2000 to Dec 31, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a8b94c80-7219-30f0-9380-18ac859f293e
First observed: Jun 26, 2000
Last observed: Sep 15, 2026 6 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.