DFX Intelligence

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

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RIA / WealthAdvisor24 years in industry

B••• A••• H•••••

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

VIRGINIA BEACH, VA

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Search this name across graphsid dfx:ria:6d449266-c2ef-cec1-46ba-0e7a817daae8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Mar 27, 2002 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••••• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 26, 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: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••• H••••• W••••• M•••••••••	Independent wealth	Jan 2, 2026	n/a	yes	VIRGINIA BEACH, VA	Current employment
C•• A•••••••• L••	Independent wealth	May 19, 2022	Dec 31, 2025	no	ATLANTA, GA\|Virginia Beach, VA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•• A•••••••• L••	B•••••• H••••• W••••• M•••••••••	Dec 31, 2025	Jan 2, 2026	2	Firm change	RIA to new firm
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	C•• A•••••••• L••	Dec 15, 2022	May 19, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
7691:149018:VA:2020-05-21	May 21, 2020	May 18, 2020	VIRGINIA BEACH, VA	Firm change

Relationships

Registered with (5)

→ B•••••• H••••• W••••• M•••••••••Registered adviserregistration: current employment
Jan 2, 2026 to presentfactForm ADV
→ C•• A•••••••• L••Registered adviserregistration: previous registration
May 19, 2022 to Dec 31, 2025factForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
May 18, 2020 to Dec 15, 2022factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

Occurred
Dec 31, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Dec 15, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6d449266-c2ef-cec1-46ba-0e7a817daae8
First observed: Mar 27, 2002
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.