DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner26 years in industry

B•••• R•••• H••••••

Advisor at A••• A••••••• P•••••••

NEW YORK, NY | Cleveland, OH

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Search this name across graphsid dfx:ria:16e6ed30-85c2-202b-bb0c-5e6ed725b08d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jan 1, 2000 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: A••• A••••••• P•••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••• A••••••• P•••••••	Bd affiliated wealth	Feb 12, 2026	n/a	yes	NEW YORK, NY\|Cleveland, OH	Current employment
G•• P•••••• W•••••	Former SEC adviser	Nov 23, 2009	Feb 13, 2026	no	HUDSON, OH\|CLEVELAND, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G•• P•••••• W•••••	A••• A••••••• P•••••••	Feb 13, 2026	Feb 12, 2026	-1	Firm change	RIA to RIA
C•••••• S••••• • C••• I•••	G•• P•••••• W•••••	Sep 12, 2003	Nov 23, 2009

Team moves

••• Locked

Team	Left	Joined	From	Kind
110031:133535:OH:2026-02-06	Feb 13, 2026	Feb 12, 2026	CLEVELAND, OH	Firm change

Relationships

Registered with (3)

→ A••• A••••••• P•••••••Registered adviserregistration: current employment
Feb 12, 2026 to presentfactForm ADV
→ G•• P•••••• W•••••Registered adviserregistration: previous registration
Nov 23, 2009 to Feb 13, 2026factForm ADV
→ C•••••• S••••• • C••• I•••Registered adviserregistration: previous registration
Jan 1, 2000 to Sep 12, 2003factForm ADV

Dated events

Occurred
Feb 13, 2026
Advisor changed firm
B•••• R•••• H•••••• left G•• P•••••• W••••• for A••• A••••••• P••••••• (registered 2026-02-12)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:16e6ed30-85c2-202b-bb0c-5e6ed725b08d
First observed: Jan 1, 2000
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.