DFX Intelligence

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

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RIA / WealthAdvisor18 years in industry

W•••••• H••••••• H•••

Advisor at S•••••• F•••••••• G••••• L•••••

Fargo, ND | AKRON, OH

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Aug 19, 2024 to Sep 15, 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: S•••••• F•••••••• G••••• L•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom 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
S•••••• F•••••••• G••••• L•••••	Independent wealth	Apr 15, 2025	n/a	yes	AKRON, OH\|Fargo, ND	Current employment
W•••• F•••• A•••••••	Wirehouse	Aug 19, 2024	Apr 8, 2025	no	FERGUS FALLS, MN\|MINNEAPOLIS, MN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	S•••••• F•••••••• G••••• L•••••	Apr 8, 2025	Apr 15, 2025	7	Firm change	Wirehouse to RIA

Relationships

Registered with (2)

→ S•••••• F•••••••• G••••• L•••••Registered adviserregistration: current employment
Apr 15, 2025 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Aug 19, 2024 to Apr 8, 2025factForm ADV

Dated events

Order

Occurred
8 Apr 2025
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Aug 19, 2024
Last observed: Sep 15, 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.