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A••••• K•••• H••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner18 years in industry

A••••• K•••• H••••••••

Advisor at F••••••

Mt. Pleasant, SC | SAN FRANCISCO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d6a8b115-7675-d589-8a1e-68a3cc147461

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Sep 3, 2008 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 publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

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
F••••••	Independent wealth	May 6, 2025	n/a	yes	Mt. Pleasant, SC\|SAN FRANCISCO, CA	Current employment
S••••• F••••••••• L••	Bd affiliated wealth	Jul 16, 2024	Nov 13, 2024	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
C•••••• P••••••• P••••••• L••	S••••• F••••••••• L••	May 15, 2025	Jul 16, 2024	-303	Firm change after gap	RIA to ibd
S••••• F••••••••• L••	F••••••	Nov 13, 2024

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
294673:299322:SC:2025-05-08	May 15, 2025	Jul 16, 2024	CHARLESTON, SC	Firm change after gap
299322:302050:SC:2024-11-13	Nov 13, 2024	May 6, 2025	CHARLESTON, SC	Firm change

Relationships

Registered with (4)

→ F••••••Registered adviserregistration: current employment
May 6, 2025 to presentfactForm ADV
→ C•••••• P••••••• P••••••• L••Registered adviserregistration: previous registration
Jan 28, 2020 to May 15, 2025factForm ADV
→ S••••• F••••••••• L••Registered adviserregistration: previous registration
Jul 16, 2024 to Nov 13, 2024factForm ADV
→ E•••••••• A•••••••• L••

Dated events

Occurred
May 15, 2025
Advisor changed firm
A••••• K•••• H•••••••• left C•••••• P••••••• P••••••• L•• for S••••• F••••••••• L•• (registered 2024-07-16)
Form ADVobserved 7 days ago
Occurred
Nov 13, 2024
Advisor changed firm
A••••• K•••• H•••••••• left S••••• F••••••••• L•• for Farther (registered 2025-05-06)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d6a8b115-7675-d589-8a1e-68a3cc147461
First observed: Sep 3, 2008
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.