DFX Intelligence

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

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RIA / WealthAdvisorPersonal Financial Specialist24 years in industry

K•••••• J••••• B••••

Advisor at H••• F•••• A•••••••• I•••

ROCHESTER, NY | FOLSOM, CA

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Search this name across graphsid dfx:ria:424e3e8e-fd7f-04a1-bf74-f7532642fab0

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: May 7, 2002 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: H••• F•••• A•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 7, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Current registrations: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••••• F••••••••• L•••	Bd affiliated wealth	Aug 31, 2026	n/a	yes	ROCHESTER, NY\|FOLSOM, CA	Current employment
H••• F•••• A•••••••• I•••	Independent wealth	Aug 29, 2021	n/a	yes	ROCHESTER, NY	Current employment

Relationships

Registered with (2)

→ A••••••• F••••••••• L•••Registered adviserregistration: current employment
Aug 31, 2026 to presentfactForm ADV
→ H••• F•••• A•••••••• I•••Registered adviserregistration: current employment
Aug 29, 2021 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:424e3e8e-fd7f-04a1-bf74-f7532642fab0
First observed: May 7, 2002
Last observed: Sep 15, 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.