DFX Intelligence

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

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RIA / WealthAdvisor14 years in industry

L•••••• B• H••••••••

Advisor at L•• W••••• A•••••••

MERIDIANVILLE, AL

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Search this name across graphsid dfx:ria:27408b43-8c9a-d1a3-8ba8-a376527b9f4b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jan 2, 2013 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: L•• W••••• A•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Dec 27, 2011earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•• W••••• A•••••••	State registered	May 25, 2023	n/a	yes	MERIDIANVILLE, AL	Current employment
L•• W••••• A•••••••	State registered	May 25, 2023	Dec 31, 2024	no	MERIDIANVILLE, AL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	L•• W••••• A•••••••	Feb 24, 2023	May 25, 2023	90	Firm change	Wirehouse to state RIA
E••••• J••••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Sep 1, 2020	Aug 28, 2020

Team moves

••• Locked

Team	Left	Joined	From	Kind
250:7691:MO:2020-09-01	Sep 1, 2020	Aug 28, 2020	ST LOUIS, MO	Firm change

Relationships

Registered with (6)

→ L•• W••••• A•••••••Registered adviserregistration: previous registration
May 25, 2023 to Dec 31, 2024factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Aug 28, 2020 to Feb 24, 2023factForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Dec 12, 2014 to Sep 1, 2020factForm ADV
→ C••••• I••••••••• A••••••• L••

Dated events

Occurred
Feb 24, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:27408b43-8c9a-d1a3-8ba8-a376527b9f4b
First observed: Jan 2, 2013
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.