DFX Intelligence

H••• F•••••••• A•••••••• P•: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

H••• F•••••••• A•••••••• P•

CRD 174754

KENNESAW, GA

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Search this name across graphsid dfx:ria:eab5771c-0bed-61d0-3c53-7f544c46cf89

Data as of Feb 27, 2024 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 0
Observed: Feb 27, 2024 to Feb 27, 2024
1 observations

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $22.0M••• Locked
Discretionary RAUM: $22.0M
Private client RAUM: $22.0Mderived••• Locked
Private client share: 100%derivedprivate client RAUM over total RAUM
Employees: 3
Advisory employees: 1

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
T•••• L••• H•••	Certified Financial Planner	MARIETTA, GA	11	17	1	no

Relationships

Registered with (1)

← T•••• L••• H•••Advisorregistration: current employment
Jun 3, 2015 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:eab5771c-0bed-61d0-3c53-7f544c46cf89
First observed: Feb 27, 2024
Last observed: Feb 27, 2024 31 months ago
Source families: Federal regulator filings
3 registered feeds 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.