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

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RIA / WealthAdvisorCertified Financial Planner17 years in industry

B•••••• B••••• H••••••

Advisor at H•••••• W••••• M•••••••••

Cincinnati, OH

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Search this name across graphsid dfx:ria:40add7aa-1631-1c7d-5657-6a48a7639045

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: May 6, 2010 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: H•••••• W••••• M•••••••••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 1, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom 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
H•••••• W••••• M•••••••••	State registered	Jul 20, 2022	n/a	yes	Cincinnati, OH	Current employment
B••••• K••••••• W••••• M••••••••• L••	Former SEC adviser	Sep 6, 2013	Sep 30, 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
B••••• K••••••• W••••• M••••••••• L••	H•••••• W••••• M•••••••••	Sep 30, 2022	Jul 20, 2022	-72	Firm change after gap	RIA to state RIA
L•• F•••••••• L••	B••••• K••••••• W••••• M••••••••• L••	Oct 6, 2020

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
6413:168419:OH:2020-10-06	Oct 6, 2020	Sep 6, 2013	CINCINNATI, OH	Firm change after gap

Relationships

Registered with (3)

→ H•••••• W••••• M•••••••••Registered adviserregistration: current employment
Jul 20, 2022 to presentfactForm ADV
→ B••••• K••••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Sep 6, 2013 to Sep 30, 2022factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
May 6, 2010 to Oct 6, 2020factForm ADV

Dated events

Occurred
Sep 30, 2022
Advisor changed firm
B•••••• B••••• H•••••• left B••••• K••••••• W••••• M••••••••• L•• for H•••••• W••••• M••••••••• (registered 2022-07-20)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:40add7aa-1631-1c7d-5657-6a48a7639045
First observed: May 6, 2010
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.