DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner18 years in industry

K•••• M•••• H•••••

Advisor at B••••••• J•••• L••

SEATTLE, WA | Portland, OR

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Search this name across graphsid dfx:ria:62823b56-cb66-9749-5a95-82633c432383

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Oct 21, 2008 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: B••••••• J•••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 20, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••• J•••• L••	Independent wealth	Nov 15, 2017	n/a	yes	SEATTLE, WA\|Portland, OR	Current employment
A••••••••• F•••••••• S•••••••• L••	National bd RIA	Oct 21, 2008	Nov 1, 2012	no	VANCOUVER, WA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• F•••••••• S•••••••• L••	B••••••• J•••• L••	Nov 1, 2012	Nov 15, 2017	1,840	Firm change after gap	Other

Relationships

Registered with (2)

→ B••••••• J•••• L••Registered adviserregistration: current employment
Nov 15, 2017 to presentfactForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Oct 21, 2008 to Nov 1, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:62823b56-cb66-9749-5a95-82633c432383
First observed: Oct 21, 2008
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.