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RIA Intelligence
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Registered advisor
G•••••• A•••• H•••
Chartered Financial Analyst
Feed of 09/14/2026
Also filed as Greg H•••
At current firm
0 y
since Jan 4, 2026
In the industry
18 y
since May 20, 2008 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- F•••• P••••••• W•••••• L•• independent RIA currentsince Jan 4, 2026 · Chicago, Il
- N••••••••• A•••• M••••••••• L•• independent RIAMay 6, 2024 to Dec 31, 2024 · Stamford, Ct
- N••••••••• A•••• M••••••••• L•• independent RIAMay 6, 2024 to Mar 20, 2026 · Stamford, Ct
Moves
a registration end followed by a registration begin elsewhere
- N••••••••• A•••• M••••••••• L•• to F•••• P••••••• W•••••• L••left Mar 20, 2026, registered Jan 4, 2026 (-75 days) · corporate re-registration, not a move
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address