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H••••• L••• T•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

H••••• L••• T•••••

Advisor at F••••

WEST PALM BEACH, FL | Collierville, TN

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Search this name across graphsid dfx:ria:bc9353b8-929e-62ba-0594-37c4814bab47

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Jul 6, 2022 to Sep 15, 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: F••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••••	Independent wealth	Jul 30, 2026	n/a	yes	WEST PALM BEACH, FL\|Collierville, TN	Current employment
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	Aug 12, 2022	Jun 4, 2026	no	Bartlett, TN\|Barlett, TN\|Scottsdale, AZ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	F••••	Jun 4, 2026	Jul 30, 2026	56	Firm change	Ibd to RIA
F•••• H•••••• A•••••••• I••	R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Aug 12, 2022	Aug 12, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
17117:149018:TN:2022-08-11	Aug 12, 2022	Aug 12, 2022	MEMPHIS, TN	Firm change

Relationships

Registered with (3)

→ F••••Registered adviserregistration: current employment
Jul 30, 2026 to presentfactForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Aug 12, 2022 to Jun 4, 2026factForm ADV
→ F•••• H•••••• A•••••••• I••Registered adviserregistration: previous registration
Jul 6, 2022 to Aug 12, 2022factForm ADV

Dated events

Occurred
Jun 4, 2026
Advisor changed firm
H••••• L••• T••••• left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for Facet (registered 2026-07-30)
Form ADVobserved 7 days ago
Occurred
Aug 12, 2022
Advisor changed firm
H••••• L••• T••••• left F•••• H•••••• A•••••••• I•• for R•••••• J•••• F•••••••• S••••••• A•••••••• I•• (registered 2022-08-12)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bc9353b8-929e-62ba-0594-37c4814bab47
First observed: Jul 6, 2022
Last observed: Sep 15, 2026 7 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.