DFX Intelligence

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

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RIA / WealthAdvisor39 years in industry

C•••••• K• H••••••

Advisor at M••••••• I••••••••

HIGHLAND, UT

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Search this name across graphsid dfx:ria:0a4258b5-65f7-d7d7-1050-79b44d515eb2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Oct 25, 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••••••• I••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Dec 19, 1986earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 16derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••• I••••••••	State registered	Nov 18, 2009	n/a	yes	HIGHLAND, UT	Current employment
S•••••••• A••••••• L••	National bd RIA	Oct 25, 2007	Feb 21, 2009	no	SALT LAKE CITY, UT	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••••• A••••••• L••	M••••••• I••••••••	Feb 21, 2009	Nov 18, 2009	270	Firm change	Ibd to state RIA

Relationships

Registered with (2)

→ M••••••• I••••••••Registered adviserregistration: current employment
Nov 18, 2009 to presentfactForm ADV
→ S•••••••• A••••••• L••Registered adviserregistration: previous registration
Oct 25, 2007 to Feb 21, 2009factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0a4258b5-65f7-d7d7-1050-79b44d515eb2
First observed: Oct 25, 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.