DFX Intelligence

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

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RIA / WealthAdvisor44 years in industry

B•••• B•••••• W•••

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

H••••• H••• ISLAND, SC

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Search this name across graphsid dfx:ria:b21bb7ed-82d1-b255-0b50-d8ae516ecbcc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 12, 2000 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: May 24, 1982earliest registration or exam on IAPD
Years in industry: 44derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H••••• H••• C•••••• P•••••••• L••	Independent wealth	Jan 22, 2019	n/a	yes	H••••• H••• ISLAND, SC	Current employment
H••••• R••••	Former SEC adviser	Jun 19, 2017	Jan 22, 2019	no	Hilton Head, SC\|CHARLOTTE, NC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H••••• R••••	H••••• H••• C•••••• P•••••••• L••	Jan 22, 2019	Jan 22, 2019	0	Firm change	RIA to RIA
W•••• F•••• A•••••••	H••••• R••••	Jun 19, 2017	Jun 19, 2017

Relationships

Registered with (4)

→ H••••• H••• C•••••• P•••••••• L••Registered adviserregistration: current employment
Jan 22, 2019 to presentfactForm ADV
→ H••••• R••••Registered adviserregistration: previous registration
Jun 19, 2017 to Jan 22, 2019factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Oct 23, 2003 to Jun 19, 2017factForm ADV
→ U•• F•••••••• S••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b21bb7ed-82d1-b255-0b50-d8ae516ecbcc
First observed: Aug 12, 2000
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.