DFX Intelligence

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

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RIA / WealthAdvisor14 years in industry

H•••• B••• H•••••

Advisor at C•••••••

Brentwood, TN

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Search this name across graphsid dfx:ria:18160022-8f14-0664-6318-74f8a38a0b60

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Sep 28, 2021 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: C•••••••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: May 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••	Institutional manager	Jan 1, 2025	n/a	yes	Brentwood, TN	Current employment
T•••••••• F•••••••• S•••••••• L••	Former SEC adviser	Mar 7, 2022	Mar 20, 2023	no	BRENTWOOD, TN	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•••••••• F•••••••• S•••••••• L••	C•••••••	Mar 20, 2023	Jan 1, 2025	653	Bulk transfer	Other
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	T•••••••• F•••••••• S•••••••• L••	Feb 25, 2022	Mar 7, 2022

Relationships

Registered with (3)

→ C•••••••Registered adviserregistration: current employment
Jan 1, 2025 to presentfactForm ADV
→ T•••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Mar 7, 2022 to Mar 20, 2023factForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Sep 28, 2021 to Feb 25, 2022factForm ADV

Dated events

Occurred
Feb 25, 2022
Advisor changed firm
H•••• B••• H••••• left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for T•••••••• F•••••••• S•••••••• L•• (registered 2022-03-07)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:18160022-8f14-0664-6318-74f8a38a0b60
First observed: Sep 28, 2021
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.