DFX Intelligence

B•••• J••••• H••••: 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 / WealthAdvisordual registered (broker-dealer)21 years in industry

B•••• J••••• H••••

Advisor at C•••••••• I••••••••• R••••••• A•••••••• I•••

Silver Spring, MD

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:3d1c5ab5-1eac-8e0b-d8ef-5c62b5263ed1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Oct 22, 2015 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•••••••• I••••••••• R••••••• A•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Dec 10, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••• I••••••••• R••••••• A•••••••• I•••	Bd affiliated wealth	Nov 24, 2025	n/a	yes	Silver Spring, MD\|Silver Spring, MD	Current employment
D•••••• L••• S••••• L••	Former SEC adviser	Jan 6, 2026	Apr 3, 2026	no	ROME, GA\|ROME, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
D•••••• L••• S••••• L••	n/a	Apr 3, 2026	n/a	n/a	Departure no registered destination	Departure
D•••••• L••• S••••• L••	C•••••••• I••••••••• R••••••• A•••••••• I•••	Dec 31, 2025	Nov 24, 2025	-37

Relationships

Registered with (4)

→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: current employment
Nov 24, 2025 to presentfactForm ADV
→ D•••••• L••• S••••• L••Registered adviserregistration: previous registration
Jan 6, 2026 to Apr 3, 2026factForm ADV
→ R••••• I••••••••• A•••••••• I••Registered adviserregistration: previous registration
Mar 5, 2018 to Nov 11, 2022factForm ADV
→ M•• I•••••••• S•••••••• L••

Dated events

Occurred
Apr 3, 2026
Advisor departed, no destination yet
B•••• J••••• H•••• no longer registered at D•••••• L••• S••••• L••; no later IA registration on IAPD
Form ADVobserved 7 days ago
Occurred
Nov 11, 2022
Advisor changed firm
B•••• J••••• H•••• left R••••• I••••••••• A•••••••• I•• for D•••••• L••• S••••• L•• (registered 2022-11-11)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3d1c5ab5-1eac-8e0b-d8ef-5c62b5263ed1
First observed: Oct 22, 2015
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.