DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

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Registered advisor

P•••••• M••• H••••

P•••• C•••••• F••••••••mixed wealthAthens, Ga dual registrantIAPD 5384217

Certified Financial Planner

Feed of 09/15/2026

Also filed as Preston Henry

At current firm

1 y

since Mar 6, 2025

In the industry

19 y

since Sep 7, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

P•••• C•••••• F•••••••• mixed wealth current
since Mar 6, 2025 · Athens, Ga
S•••••••• W••••• M••••••••• L•• former
Dec 11, 2020 to Mar 6, 2025 · Watkinsville, Ga
A••••• A•• P••••••• S••••••• BD affiliated
Mar 22, 2018 to Nov 5, 2020 · Athens, Ga
S•••••• M•••• M••••••••• L•• independent RIA
Jul 28, 2015 to Mar 13, 2018 · Watkinsville, Ga
W•••• F•••• A••••••• wirehouse
Aug 15, 2011 to Mar 25, 2015 · Jefferson, Ga

Moves

a registration end followed by a registration begin elsewhere

S•••••••• W••••• M••••••••• L•• to P•••• C•••••• F••••••••
left Mar 6, 2025, registered Mar 6, 2025 (0 days) · RIA to RIA · moved with a team
A••••• A•• P••••••• S••••••• to S•••••••• W••••• M••••••••• L••
left Nov 5, 2020, registered Dec 11, 2020 (36 days) · Affiliated broker-dealer or bank to independent RIA
S•••••• M•••• M••••••••• L•• to A••••• A•• P••••••• S•••••••
left Mar 13, 2018, registered Mar 22, 2018 (9 days) · Other
W•••• F•••• A••••••• to S•••••• M•••• M••••••••• L••
left Mar 25, 2015, registered Jul 28, 2015 (125 days) · Other

Signals

P•••••• M••• H•••• left S•••••••• W••••• M••••••••• L•• for P•••• C•••••• F•••••••• (registered 2025-03-06)
Mar 6, 2025 · Advisor changed firm · fact

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: Wealth manager with institutional or fund businessderived
Years in industry: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address