DFX Intelligence
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Reading the graph
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Advisor at B••• H•••••• E•••••• I•••
PITTSFORD, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| B••• H•••••• E•••••• I••• | Independent wealth | May 26, 2026 | n/a | yes | PITTSFORD, NY | Current employment |
| O•••• W•••••• I••• | Bd affiliated wealth | Oct 11, 2024 | May 21, 2026 | no | Pittsford, NY|SCOTTSDALE, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| O•••• W•••••• I••• | B••• H•••••• E•••••• I••• | May 21, 2026 | May 26, 2026 | 5 | Firm change | Ibd to new firm |
| A••••••• P••••••••• A•••••••• I•• | O•••• W•••••• I••• | Oct 11, 2024 | Oct 11, 2024 |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 23131:341095:AZ:2026-05-21 | May 21, 2026 | May 26, 2026 | SCOTTSDALE, AZ | Firm change |
| A••••••• P••••••••• A•••••••• I•• | Former SEC adviser | Jul 1, 2015 | Oct 11, 2024 | no | HOLBROOK, NY | Previous registration |
| W••• S••••• F•••••••• G••••• I•• | Former SEC adviser | Jun 8, 2005 | Apr 28, 2015 | no | ROCHESTER, NY|ROCHESTER, NY|ROCHESTER, NY | Previous registration |
| 0 |
| Bulk transfer |
| Ibd to ibd |
| W••• S••••• F•••••••• G••••• I•• | A••••••• P••••••••• A•••••••• I•• | Apr 28, 2015 | Jul 1, 2015 | 64 | Firm change | Other |