DFX Intelligence

B•••• J••• E••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor39 years in industry

B•••• J••• E••••

Advisor at H•••••• I••••••••• C•••••• L••

Marietta, GA

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Search this name across graphsid dfx:ria:e49b1bb1-c05c-41ce-7f61-1564e8e0a30d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Oct 7, 2003 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•••••• I••••••••• C•••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Mar 20, 1987earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H•••••• I••••••••• C•••••• L••	State registered	Feb 5, 2018	n/a	yes	Marietta, GA	Current employment
H•••••• I••••••••• C•••••• L••	State registered	Sep 21, 2016	Dec 31, 2017	no	MARIETTA, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H•••••• I••••••••• C••••••• L••	H•••••• I••••••••• C•••••• L••	Dec 31, 2014	Sep 21, 2016	630	Firm change after gap	Other
E•••• I••••••••• C••••••• I•••	H•••••• I••••••••• C••••••• L••	Dec 31, 2010	Aug 7, 2014

Relationships

Registered with (4)

→ H•••••• I••••••••• C•••••• L••Registered adviserregistration: previous registration
Sep 21, 2016 to Dec 31, 2017factForm ADV
→ H•••••• I••••••••• C••••••• L••Registered adviserregistration: previous registration
Aug 7, 2014 to Dec 31, 2014factForm ADV
→ E•••• I••••••••• C••••••• I•••Registered adviserregistration: previous registration
Jan 20, 2006 to Dec 31, 2010factForm ADV
→ A••••• A••••••• C•••••••••Registered adviserregistration: previous registration

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e49b1bb1-c05c-41ce-7f61-1564e8e0a30d
First observed: Oct 7, 2003
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.