H•••••• D••••

Advisor at H••• • D•••• W••••• M••••••••• L••

Gulf Breeze, FL

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:dfe27ea9-a044-1893-f6f0-3d0295024172

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 22, 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: H••• • D•••• W••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 1, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H••• • D•••• W••••• M••••••••• L••	State registered	Jul 17, 2019	n/a	yes	Gulf Breeze, FL	Current employment
A•••••• A••••••• S•••••••	Former SEC adviser	Jan 22, 2019	May 16, 2019	no	Gulf Breeze, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••••• A••••••• S•••••••	H••• • D•••• W••••• M••••••••• L••	May 16, 2019	Jul 17, 2019	62	Firm change	Ibd to state RIA

Relationships

Registered with (2)

→ H••• • D•••• W••••• M••••••••• L••Registered adviserregistration: current employment
Jul 17, 2019 to presentfactForm ADV
→ A•••••• A••••••• S•••••••Registered adviserregistration: previous registration
Jan 22, 2019 to May 16, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dfe27ea9-a044-1893-f6f0-3d0295024172
First observed: Jan 22, 2019
Last observed: Sep 14, 2026 9 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.