DFX Intelligence

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

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RIA / WealthAdvisor13 years in industry

Z•••••• O••• H•••••

Advisor at B•••••• H••••• W••••• M•••••••••

VIRGINIA BEACH, VA

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Search this name across graphsid dfx:ria:42101672-d604-9831-f74a-4cf36a67da8f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Apr 28, 2022 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••••• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••• H••••• W••••• M•••••••••	Independent wealth	Jan 2, 2026	n/a	yes	VIRGINIA BEACH, VA	Current employment
C•• A•••••••• L••	Independent wealth	May 13, 2022	Dec 31, 2025	no	Virginia Beach, VA\|ATLANTA, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•• A•••••••• L••	B•••••• H••••• W••••• M•••••••••	Dec 31, 2025	Jan 2, 2026	2	Firm change	RIA to new firm
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	C•• A•••••••• L••	Sep 19, 2024	May 13, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
111025:338986:GA:2025-12-31	Dec 31, 2025	Jan 2, 2026	ATLANTA, GA	Firm change

Relationships

Registered with (3)

→ B•••••• H••••• W••••• M•••••••••Registered adviserregistration: current employment
Jan 2, 2026 to presentfactForm ADV
→ C•• A•••••••• L••Registered adviserregistration: previous registration
May 13, 2022 to Dec 31, 2025factForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Apr 28, 2022 to Sep 19, 2024factForm ADV

Dated events

Occurred
Dec 31, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Sep 19, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:42101672-d604-9831-f74a-4cf36a67da8f
First observed: Apr 28, 2022
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.