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

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RIA / WealthAdvisorCertified Financial Planner18 years in industry

S•••• R•••••• F•••••

Advisor at B•• H••• P•••••• W•••••

Scottsdale, AZ | SCOTTSDALE, AZ

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Search this name across graphsid dfx:ria:3ff406e8-7f2f-19d8-54ec-222876f09188

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

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jul 11, 2012 to Sep 15, 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••• P•••••• W•••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 4, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
B•• H••• P•••••• W•••••	Independent wealth	Sep 15, 2022	n/a	yes	Scottsdale, AZ\|SCOTTSDALE, AZ	Current employment
F••••••• P••••••• A•• W•••••••• A•••••••	Former SEC adviser	Jul 13, 2018	Sep 7, 2022	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
F••••••• P••••••• A•• W•••••••• A•••••••	B•• H••• P•••••• W•••••	Sep 7, 2022	Sep 15, 2022	8	Firm change	Ibd to RIA
S•••••••• A••••••• L••	F••••••• P••••••• A•• W•••••••• A•••••••	Jul 13, 2018

Relationships

Registered with (5)

→ B•• H••• P•••••• W•••••Registered adviserregistration: current employment
Sep 15, 2022 to presentfactForm ADV
→ F••••••• P••••••• A•• W•••••••• A•••••••Registered adviserregistration: previous registration
Jul 13, 2018 to Sep 7, 2022factForm ADV
→ S•••••••• A••••••• L••Registered adviserregistration: previous registration
Nov 6, 2013 to Jul 13, 2018factForm ADV
→ A•••• • A••••••• G••••• P•••••••

Dated events

Occurred
Sep 7, 2022
Advisor changed firm
S•••• R•••••• F••••• left F••••••• P••••••• A•• W•••••••• A••••••• for B•• H••• P•••••• W••••• (registered 2022-09-15)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3ff406e8-7f2f-19d8-54ec-222876f09188
First observed: Jul 11, 2012
Last observed: Sep 15, 2026 7 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.