DFX Intelligence

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

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RIA / WealthAdvisor34 years in industry

S•••••• •••• K••

Advisor at B•••• H••• C•••••• P•••••••• L••

SAN FRANCISCO, CA

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Search this name across graphsid dfx:ria:2712e056-3500-1c04-ded8-5733714506be

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jul 30, 2001 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••• C•••••• P•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 26derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••• H••• C•••••• P•••••••• L••	Independent wealth	Dec 6, 1999	n/a	yes	SAN FRANCISCO, CA	Current employment
B•••• H••• C•••••• P•••••••• L•••	n/a	Jul 30, 2001	Jan 15, 2005	no	SAN FRANCISCO, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•••• H••• C•••••• P•••••••• L•••	n/a	Jan 15, 2005	n/a	n/a	Departure no registered destination	Departure

Relationships

Registered with (2)

→ B•••• H••• C•••••• P•••••••• L••Registered adviserregistration: current employment
Dec 6, 1999 to presentfactForm ADV
→ B•••• H••• C•••••• P•••••••• L•••Registered adviserregistration: previous registration
Jul 30, 2001 to Jan 15, 2005factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2712e056-3500-1c04-ded8-5733714506be
First observed: Jul 30, 2001
Last observed: Sep 14, 2026 9 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.