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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)34 years in industry

H••••• C••••

Advisor at B•• S••••••••• I•••

CHERRY HILL, NJ | LOWER GWYNEDD, PA

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Search this name across graphsid dfx:ria:571ec2d3-47cf-36e0-6134-a300fbe8187c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Aug 9, 2001 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•• S••••••••• I•••
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: Aug 14, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 22derivedfrom 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•• S••••••••• I•••	Independent wealth	Jan 23, 2004	n/a	yes	LOWER GWYNEDD, PA\|CHERRY HILL, NJ	Current employment
E•••••••• A•••••••• L••	National bd RIA	Jul 2, 2002	Oct 23, 2003	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
P••••••• F•••••••• A•••••••	E•••••••• A•••••••• L••	Oct 31, 2003	Jul 2, 2002	-486	FIRM_C••••E_AFTER_GAP	Other
E•••••••• A•••••••• L••	B•• S••••••••• I•••	Oct 23, 2003

Relationships

Registered with (3)

→ B•• S••••••••• I•••Registered adviserregistration: current employment
Jan 23, 2004 to presentfactForm ADV
→ P••••••• F•••••••• A•••••••Registered adviserregistration: previous registration
Aug 9, 2001 to Oct 31, 2003factForm ADV
→ E•••••••• A•••••••• L••Registered adviserregistration: previous registration
Jul 2, 2002 to Oct 23, 2003factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:571ec2d3-47cf-36e0-6134-a300fbe8187c
First observed: Aug 9, 2001
Last observed: Sep 14, 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.