DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)14 years in industry

R•••••• H•••• H••••••••

Advisor at B•••• H•••• I••••••••• L•••

RYE BROOK, NY

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Search this name across graphsid dfx:ria:62bff1d5-2352-3b96-bb5c-4f323c22878d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Nov 17, 2023 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•••• H•••• I••••••••• L•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••• H•••• I••••••••• L•••	Independent wealth	May 12, 2025	n/a	yes	RYE BROOK, NY\|RYE BROOK, NY	Current employment
E•••••••• A•••••••• L••	National bd RIA	Nov 17, 2023	Dec 18, 2024	no	NEW YORK, NY	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••••• A•••••••• L••	B•••• H•••• I••••••••• L•••	Dec 18, 2024	May 12, 2025	145	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ B•••• H•••• I••••••••• L•••Registered adviserregistration: current employment
May 12, 2025 to presentfactForm ADV
→ E•••••••• A•••••••• L••Registered adviserregistration: previous registration
Nov 17, 2023 to Dec 18, 2024factForm ADV

Dated events

Occurred
Dec 18, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:62bff1d5-2352-3b96-bb5c-4f323c22878d
First observed: Nov 17, 2023
Last observed: Sep 14, 2026 9 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.