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Registered advisor
G•••••• W•••• H•••••••
Feed of 09/14/2026
Also filed as Greg H•••••••
At current firm
1 y
since Mar 3, 2025
In the industry
30 y
since Dec 1, 1995 (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
S65, 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
- A•••••• P••••••• P•••••••• I••• BD affiliated currentsince Mar 3, 2025 · Mcdonough, Ga
- A•••••• P••••••• P•••••••• I••• BD affiliatedMar 15, 2016 to Sep 5, 2024 · Mcdonough, Ga
- 1••• C•••••• M••••••••• C•••••• unclassifiedFeb 14, 2005 to Dec 31, 2005 · Mcdonough, Ga
Moves
a registration end followed by a registration begin elsewhere
- 1••• C•••••• M••••••••• C•••••• to A•••••• P••••••• P•••••••• I•••left Dec 31, 2005, registered Mar 15, 2016 (3727 days) · Other
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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address