DFX Intelligence

B•••••• T•••• P••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant11 years in industry

B•••••• T•••• P••••••••

Advisor at B••• H••••• C•••••• L•••

Rockford, MI | BETHESDA, MD

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Search this name across graphsid dfx:ria:65d58276-fded-ef86-5b22-212257fa1715

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Oct 5, 2023 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••• H••••• C•••••• L•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••• H••••• C•••••• L•••	Independent wealth	Feb 9, 2026	n/a	yes	BETHESDA, MD\|Rockford, MI	Current employment
M•• I•••••••• S•••••••• L••	Bd affiliated wealth	Aug 4, 2025	Jan 30, 2026	no	Bethesda, MD\|Rockford, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•• I•••••••• S•••••••• L••	B••• H••••• C•••••• L•••	Jan 30, 2026	Feb 9, 2026	10	Firm change	Ibd to RIA
L•••••••• A•••••••• L••	M•• I•••••••• S•••••••• L••	Aug 5, 2025	Aug 4, 2025

Relationships

Registered with (3)

→ B••• H••••• C•••••• L•••Registered adviserregistration: current employment
Feb 9, 2026 to presentfactForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
Aug 4, 2025 to Jan 30, 2026factForm ADV
→ L•••••••• A•••••••• L••Registered adviserregistration: previous registration
Oct 5, 2023 to Aug 5, 2025factForm ADV

Dated events

Occurred
Jan 30, 2026
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Aug 5, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:65d58276-fded-ef86-5b22-212257fa1715
First observed: Oct 5, 2023
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.