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

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RIA / WealthAdvisor35 years in industry

H•••• G•••••• W•••••

Advisor at W••••• C•••••• M••••••••

Menlo Park, CA

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Search this name across graphsid dfx:ria:aa088716-d535-0554-6b7c-3edcc5b4b5d9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Apr 16, 1997 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: W••••• C•••••• M••••••••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 1, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 0derivedfrom 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
W••••• C•••••• M••••••••	State registered	Jan 9, 2026	n/a	yes	Menlo Park, CA	Current employment
W••••• C•••••• M••••••••	State registered	Feb 9, 2015	Dec 31, 2025	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
E•••••• C•••••• G••••• L••	W••••• C•••••• M••••••••	Dec 31, 2009	Jul 21, 2005	-1,624	Firm change after gap	Other

Relationships

Registered with (2)

→ W••••• C•••••• M••••••••Registered adviserregistration: previous registration
Feb 9, 2015 to Dec 31, 2025factForm ADV
→ E•••••• C•••••• G••••• L••Registered adviserregistration: previous registration
Apr 16, 1997 to Dec 31, 2009factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:aa088716-d535-0554-6b7c-3edcc5b4b5d9
First observed: Apr 16, 1997
Last observed: Sep 14, 2026 8 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.