DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisor10 years in industry

K•••• M•••••• L••••••

Advisor at B••••• H•••••

DALLAS, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:27b10b19-c4d4-f53d-6e23-15749da1ad0e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 27, 2017 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•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••• H•••••	Independent wealth	Nov 12, 2018	n/a	yes	DALLAS, TX	Current employment
C•••• W•••••• • A••••••••• L••	Independent wealth	Jan 27, 2017	Oct 31, 2017	no	FRISCO, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••• W•••••• • A••••••••• L••	B••••• H•••••	Oct 31, 2017	Nov 12, 2018	377	Firm change	Other

Relationships

Registered with (2)

→ B••••• H•••••Registered adviserregistration: current employment
Nov 12, 2018 to presentfactForm ADV
→ C•••• W•••••• • A••••••••• L••Registered adviserregistration: previous registration
Jan 27, 2017 to Oct 31, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:27b10b19-c4d4-f53d-6e23-15749da1ad0e
First observed: Jan 27, 2017
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.