A•• H• E•••••••

Advisor at A• F•••••••• • R••• M••••••••• I•••

ALPHARETTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a9d6ae66-e4bb-60c7-a65a-07a4ccf31803

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Mar 16, 2012 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: A• F•••••••• • R••• M••••••••• I•••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Apr 14, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A• F•••••••• • R••• M••••••••• I•••	State registered	Aug 6, 2014	n/a	yes	ALPHARETTA, GA	Current employment
F•••••••• T••••••• I•••	Former SEC adviser	Mar 16, 2012	Aug 8, 2014	no	SAN RAFAEL, CA\|JOHNS CREEK, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••••••• T••••••• I•••	A• F•••••••• • R••• M••••••••• I•••	Aug 8, 2014	Aug 6, 2014	-2	Firm change	Other

Relationships

Registered with (2)

→ A• F•••••••• • R••• M••••••••• I•••Registered adviserregistration: current employment
Aug 6, 2014 to presentfactForm ADV
→ F•••••••• T••••••• I•••Registered adviserregistration: previous registration
Mar 16, 2012 to Aug 8, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a9d6ae66-e4bb-60c7-a65a-07a4ccf31803
First observed: Mar 16, 2012
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.