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

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RIA / WealthAdvisor24 years in industry

D•••• H••••• L•••••

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

ORLANDO, FL | BOCA RATON, FL

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Search this name across graphsid dfx:ria:5bd38aa1-e91a-840a-5add-801d8777c729

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 22, 2012 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••••• • B•••• W••••• M•••••••••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 30, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 0derivedfrom 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••••• • B•••• W••••• M•••••••••	State registered	Nov 4, 2025	n/a	yes	BOCA RATON, FL\|BOCA RATON, FL\|ORLANDO, FL	Current employment
A•••••••• R••••••••• G••••	Former SEC adviser	Aug 22, 2012	Apr 2, 2019	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
A•••••••• R••••••••• G••••	B••••• • B•••• W••••• M•••••••••	Apr 2, 2019	Nov 4, 2025	2,408	Firm change after gap	RIA to state RIA

Relationships

Registered with (2)

→ B••••• • B•••• W••••• M•••••••••Registered adviserregistration: current employment
Nov 4, 2025 to presentfactForm ADV
→ A•••••••• R••••••••• G••••Registered adviserregistration: previous registration
Aug 22, 2012 to Apr 2, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5bd38aa1-e91a-840a-5add-801d8777c729
First observed: Aug 22, 2012
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.