DFX Intelligence

P•••••• J••••• M••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner15 years in industry

P•••••• J••••• M••••••••

Advisor at H• W•••••

ATLANTA, GA

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Search this name across graphsid dfx:ria:e3124392-db9b-0e06-fa28-5f52d7420750

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

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Dec 7, 2010 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• W•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 20, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H• W•••••	Independent wealth	Nov 8, 2021	n/a	yes	ATLANTA, GA	Current employment
H•••••• B•••	Former SEC adviser	Oct 16, 2014	Nov 21, 2021	no	ATLANTA, GA\|ATLANTA, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H•••••• B•••	H• W•••••	Nov 21, 2021	Nov 8, 2021	-13	Bulk transfer	RIA to RIA
C•• W••••• A•••••••• L•••	H•••••• B•••	Aug 28, 2014	Oct 16, 2014

Relationships

Registered with (4)

→ H• W•••••Registered adviserregistration: current employment
Nov 8, 2021 to presentfactForm ADV
→ H•••••• B•••Registered adviserregistration: previous registration
Oct 16, 2014 to Nov 21, 2021factForm ADV
→ C•• W••••• A•••••••• L•••Registered adviserregistration: previous registration
Jun 18, 2013 to Aug 28, 2014factForm ADV
→ S•• F•••••••• I••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e3124392-db9b-0e06-fa28-5f52d7420750
First observed: Dec 7, 2010
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.