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D••••• M•••••• H•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

D••••• M•••••• H•••••••

Advisor at B•• W•••••

ROCK HILL, SC

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Search this name across graphsid dfx:ria:bb885362-d51a-07a5-6f32-470e34766217

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Nov 21, 2019 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: B•• W•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom 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
B•• W•••••	Independent wealth	Jan 17, 2025	n/a	yes	ROCK HILL, SC	Current employment
W•••••• A•••••••• L••	Independent wealth	May 3, 2024	Dec 13, 2024	no	CHARLOTTE, NC\|BIRMINGHAM, AL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• P•••••••	W•••••• A•••••••• L••	Dec 13, 2024	May 3, 2024	-224	Firm change after gap	RIA to RIA
W•••••• A•••••••• L••	B•• W•••••	Dec 13, 2024	Jan 17, 2025

Team moves

••• Locked

Team	Left	Joined	From	Kind
107236:115332:NC:2024-12-13	Dec 13, 2024	May 3, 2024	CHARLOTTE, NC	Firm change after gap

Relationships

Registered with (3)

→ B•• W•••••Registered adviserregistration: current employment
Jan 17, 2025 to presentfactForm ADV
→ M•••••• P•••••••Registered adviserregistration: previous registration
Nov 21, 2019 to Dec 13, 2024factForm ADV
→ W•••••• A•••••••• L••Registered adviserregistration: previous registration
May 3, 2024 to Dec 13, 2024factForm ADV

Dated events

Occurred
Dec 13, 2024
Advisor changed firm
D••••• M•••••• H••••••• left W•••••• A•••••••• L•• for B•• W••••• (registered 2025-01-17)
Form ADVobserved 7 days ago
Occurred
Dec 13, 2024
Advisor changed firm
D••••• M•••••• H••••••• left M•••••• P••••••• for W•••••• A•••••••• L•• (registered 2024-05-03)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bb885362-d51a-07a5-6f32-470e34766217
First observed: Nov 21, 2019
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.