DFX Intelligence

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

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RIA / WealthAdvisor16 years in industry

H••••• J••• B••••••

Advisor at K••••••••• W••••• M•••••••••

NEWPORT BEACH, CA

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Search this name across graphsid dfx:ria:179b9f55-c39b-3b74-d333-ef08db8f63ce

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:30 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Mar 15, 2022 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: K••••••••• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
K••••••••• W••••• M•••••••••	Independent wealth	Mar 4, 2024	n/a	yes	NEWPORT BEACH, CA	Current employment
U•• F•••••••• S••••••• I•••	Wirehouse	Mar 15, 2022	Apr 26, 2023	no	SEAL BEACH, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
U•• F•••••••• S••••••• I•••	K••••••••• W••••• M•••••••••	Apr 26, 2023	Mar 4, 2024	313	Firm change	Wirehouse to RIA

Relationships

Registered with (2)

→ K••••••••• W••••• M•••••••••Registered adviserregistration: current employment
Mar 4, 2024 to presentfactForm ADV
→ U•• F•••••••• S••••••• I•••Registered adviserregistration: previous registration
Mar 15, 2022 to Apr 26, 2023factForm ADV

Dated events

Occurred
Apr 26, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:179b9f55-c39b-3b74-d333-ef08db8f63ce
First observed: Mar 15, 2022
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.