DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analyst11 years in industry

B•••••• L••••••• H•••••••••

Advisor at C•••••• A•••• M••••••••• L••

CHICAGO, IL | Atlanta, GA

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:29bdb6e4-df61-3907-d27f-b843646f300c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jul 10, 2019 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•••••• A•••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• A•••• M••••••••• L••	Independent wealth	Jul 6, 2022	n/a	yes	CHICAGO, IL\|Atlanta, GA	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Jul 10, 2019	Jun 29, 2022	no	ATLANTA, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	C•••••• A•••• M••••••••• L••	Jun 29, 2022	Jul 6, 2022	7	Firm change	Wirehouse to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
7691:288566:GA:2022-06-27	Jun 29, 2022	Jul 6, 2022	ATLANTA, GA	Firm change

Relationships

Registered with (2)

→ C•••••• A•••• M••••••••• L••Registered adviserregistration: current employment
Jul 6, 2022 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Jul 10, 2019 to Jun 29, 2022factForm ADV

Dated events

Occurred
Jun 29, 2022
Advisor changed firm
B•••••• L••••••• H••••••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for C•••••• A•••• M••••••••• L•• (registered 2022-07-06)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:29bdb6e4-df61-3907-d27f-b843646f300c
First observed: Jul 10, 2019
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.