DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst18 years in industry

B•••• D• H••••••

Advisor at R••••••••• F•••••••• L••

CLARKSTON, MI

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Search this name across graphsid dfx:ria:0b2edc71-0c6b-f2d3-c4e6-d29354c69a06

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Dec 20, 2012 to Sep 17, 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: R••••••••• F•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 9, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R••••••••• F•••••••• L••	Independent wealth	Apr 9, 2019	n/a	yes	CLARKSTON, MI	Current employment
M••••••• C•••••• M••••••••• L••	Independent wealth	Dec 20, 2012	Jul 19, 2019	no	TROY, MI\|GRAND BLANC, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••••• C•••••• M••••••••• L••	R••••••••• F•••••••• L••	Jul 19, 2019	Apr 9, 2019	-101	Firm change after gap	RIA to RIA

Relationships

Registered with (2)

→ R••••••••• F•••••••• L••Registered adviserregistration: current employment
Apr 9, 2019 to presentfactForm ADV
→ M••••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Dec 20, 2012 to Jul 19, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0b2edc71-0c6b-f2d3-c4e6-d29354c69a06
First observed: Dec 20, 2012
Last observed: Sep 17, 2026 5 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.