DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner23 years in industry

K•••••• B•••• H•••

Advisor at H••• W••••• M•••••••••

WESTFORD, MA

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Search this name across graphsid dfx:ria:1025b885-ce7f-1049-8c7f-b1c4625c5bbb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Aug 22, 2006 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: H••• W••••• M•••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Apr 3, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H••• W••••• M•••••••••	State registered	Aug 17, 2020	n/a	yes	WESTFORD, MA	Current employment
O••••• I••••••••• A••••••• L••	Independent wealth	Sep 22, 2021	Jan 28, 2025	no	WESTFORD, MA\|SARASOTA, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O••••• I••••••••• A••••••• L••	n/a	Jan 28, 2025	n/a	n/a	Departure no registered destination	Departure
P•••••••• A••••••• G••••• L••	H••• W••••• M•••••••••	Jun 26, 2020	Aug 17, 2020	52

Relationships

Registered with (5)

→ H••• W••••• M•••••••••Registered adviserregistration: current employment
Aug 17, 2020 to presentfactForm ADV
→ O••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Sep 22, 2021 to Jan 28, 2025factForm ADV
→ P•••••••• A••••••• G••••• L••Registered adviserregistration: previous registration
Dec 11, 2017 to Jun 26, 2020factForm ADV
→ H••• W••••• M•••••••••Registered adviser

Dated events

Occurred
Jan 28, 2025
A•••••• departure
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1025b885-ce7f-1049-8c7f-b1c4625c5bbb
First observed: Aug 22, 2006
Last observed: Sep 14, 2026 8 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.