DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)37 years in industry

J•••••• B•••• H•••••

Advisor at G••• L••• A•••••••• L••

Lisele, IL | CELEBRATION, FL

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Search this name across graphsid dfx:ria:58f621fe-aef7-7275-0193-63743678a4f6

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 3, 1998 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: G••• L••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 6, 1989earliest registration or exam on IAPD
Years in industry: 37derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G••• L••• A•••••••• L••	Independent wealth	Sep 10, 2021	n/a	yes	CELEBRATION, FL\|Lisele, IL	Current employment
L•••• F••• A••••••• S•••••••	Bd affiliated wealth	May 13, 2020	Oct 7, 2021	no	DALLAS, TX\|Lisle, IL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•••• F••• A••••••• S•••••••	G••• L••• A•••••••• L••	Oct 7, 2021	Sep 10, 2021	-27	Firm change	Ibd to RIA
O••• W••••• M••••••••• G••••	L•••• F••• A••••••• S•••••••	Dec 10, 2020	May 13, 2020

Team moves

••• Locked

Team	Left	Joined	From	Kind
134086:171898:TX:2021-10-07	Oct 7, 2021	Sep 10, 2021	DALLAS, TX	Firm change
14251:176525:IL:2015-05-05	May 5, 2015	May 11, 2015	DOWNERS GROVE, IL	Firm change

Relationships

Registered with (4)

→ G••• L••• A•••••••• L••Registered adviserregistration: current employment
Sep 10, 2021 to presentfactForm ADV
→ L•••• F••• A••••••• S•••••••Registered adviserregistration: previous registration
May 13, 2020 to Oct 7, 2021factForm ADV
→ O••• W••••• M••••••••• G••••Registered adviserregistration: previous registration
May 11, 2015 to Dec 10, 2020factForm ADV
→ M•• F•••••••• S•••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:58f621fe-aef7-7275-0193-63743678a4f6
First observed: Mar 3, 1998
Last observed: Sep 15, 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.