DFX Intelligence

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

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RIA / WealthAdvisor13 years in industry

A•••• H•••• I•••••••

Advisor at C••••••

Edwardsville, IL

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Search this name across graphsid dfx:ria:df2c99b0-7e37-5d39-9df0-76dc2e17e876

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jun 17, 2024 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: C••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••	Independent wealth	Feb 6, 2025	n/a	yes	Edwardsville, IL	Current employment
G••••• A••••••• L••	Former SEC adviser	Jun 17, 2024	Mar 28, 2025	no	NEW YORK, NY\|Edwardsville, IL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G••••• A••••••• L••	C••••••	Mar 28, 2025	Feb 6, 2025	-50	Firm change after gap	RIA to RIA

Relationships

Registered with (2)

→ C••••••Registered adviserregistration: current employment
Feb 6, 2025 to presentfactForm ADV
→ G••••• A••••••• L••Registered adviserregistration: previous registration
Jun 17, 2024 to Mar 28, 2025factForm ADV

Dated events

Occurred
Mar 28, 2025
Advisor changed firm
A•••• H•••• I••••••• left G••••• A••••••• L•• for Corient (registered 2025-02-06)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:df2c99b0-7e37-5d39-9df0-76dc2e17e876
First observed: Jun 17, 2024
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.