S••••• G• W••••

Advisor at B•••• H•••• I••••••••• L•••

RYE BROOK, NY

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Search this name across graphsid dfx:ria:1d1d0021-3478-dc6d-90b4-4c347188b117

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:30 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Mar 9, 2004 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: B•••• H•••• I••••••••• L•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 23, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••• H•••• I••••••••• L•••	Independent wealth	Jan 2, 2026	n/a	yes	RYE BROOK, NY\|RYE BROOK, NY	Current employment
L•••• A••••• • C•• L••	Asset manager	Mar 9, 2004	Oct 21, 2025	no	JERSEY CITY, NJ\|JERSEY CITY, NJ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•••• A••••• • C•• L••	B•••• H•••• I••••••••• L•••	Oct 21, 2025	Jan 2, 2026	73	Firm change	Other

Relationships

Registered with (2)

→ B•••• H•••• I••••••••• L•••Registered adviserregistration: current employment
Jan 2, 2026 to presentfactForm ADV
→ L•••• A••••• • C•• L••Registered adviserregistration: previous registration
Mar 9, 2004 to Oct 21, 2025factForm ADV

Dated events

Occurred
Oct 21, 2025
Advisor changed firm
S••••• G• W•••• left L•••• A••••• • C•• L•• for B•••• H•••• I••••••••• L••• (registered 2026-01-02)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1d1d0021-3478-dc6d-90b4-4c347188b117
First observed: Mar 9, 2004
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.