DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner19 years in industry

C•••••• B•••• H•••••••

Advisor at M••••••• W••••• M••••••••• L••

M•••••••, GA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: May 21, 2007 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: M••••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 19, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••• W••••• M••••••••• L••	Independent wealth	Oct 21, 2015	n/a	yes	M•••••••, GA	Current employment
H••••••• F••••••••	Independent wealth	Oct 29, 2010	Oct 27, 2015	no	KENNESAW, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H••••••• F••••••••	M••••••• W••••• M••••••••• L••	Oct 27, 2015	Oct 21, 2015	-6	Firm change	Other
U•• F•••••••• S••••••• I•••	H••••••• F••••••••	Dec 26, 2008	Oct 29, 2010

Team moves

••• Locked

Team	Left	Joined	From	Kind
104545:281782:GA:2015-10-27	Oct 27, 2015	Oct 21, 2015	KENNESAW, GA	Firm change

Relationships

Registered with (3)

→ M••••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Oct 21, 2015 to presentfactForm ADV
→ H••••••• F••••••••Registered adviserregistration: previous registration
Oct 29, 2010 to Oct 27, 2015factForm ADV
→ U•• F•••••••• S••••••• I•••Registered adviserregistration: previous registration
May 21, 2007 to Dec 26, 2008factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: May 21, 2007
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.