DFX Intelligence

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

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RIA / WealthAdvisor19 years in industry

W•••••• M••••••• G••••••••

Advisor at H••••• H••• C•••••• P•••••••• L••

H••••• H••• ISLAND, SC | Conway, SC

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Search this name across graphsid dfx:ria:b1114536-fa09-7ce6-4d24-32ab674b0b94

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Aug 9, 2007 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••••• H••• C•••••• P•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 26, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom 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••••• H••• C•••••• P•••••••• L••	Independent wealth	Jan 8, 2025	n/a	yes	Conway, SC\|H••••• H••• ISLAND, SC	Current employment
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	Apr 4, 2011	Jan 6, 2025	no	CONWAY, SC\|CONWAY, SC\|CONWAY, SC\|Conway, SC\|CONWAY, SC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	H••••• H••• C•••••• P•••••••• L••	Jan 6, 2025	Jan 8, 2025	2	Firm change	Ibd to RIA
E••••• J••••	R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Nov 17, 2010	Apr 4, 2011

Team moves

••• Locked

Team	Left	Joined	From	Kind
149018:299375:SC:2025-01-06	Jan 6, 2025	Jan 8, 2025	CONWAY, SC	Firm change

Relationships

Registered with (3)

→ H••••• H••• C•••••• P•••••••• L••Registered adviserregistration: current employment
Jan 8, 2025 to presentfactForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Apr 4, 2011 to Jan 6, 2025factForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Aug 9, 2007 to Nov 17, 2010factForm ADV

Dated events

Occurred
Jan 6, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b1114536-fa09-7ce6-4d24-32ab674b0b94
First observed: Aug 9, 2007
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.