DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)27 years in industrynot currently registered

I•••• B•••• H••••

Advisor at L•••• F••• A••••••• S•••••••

Atlanta, GA

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Search this name across graphsid dfx:ria:71b0d337-b836-fbd5-c24a-d739f6ce6575

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: May 28, 2003 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: L•••• F••• A••••••• S•••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Nov 17, 1998earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•••• F••• A••••••• S•••••••	Bd affiliated wealth	Nov 21, 2024	n/a	yes	Atlanta, GA	Current employment
K••••• A••••••• S•••••••• L••	Bd affiliated wealth	May 11, 2016	Nov 5, 2024	no	ATLANTA, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
K••••• A••••••• S•••••••• L••	L•••• F••• A••••••• S•••••••	Nov 5, 2024	Nov 21, 2024	16	Firm change	Ibd to ibd
N•• A•••••• S•••••••• L••	K••••• A••••••• S•••••••• L••	Sep 22, 2016	May 11, 2016

Relationships

Registered with (3)

→ L•••• F••• A••••••• S•••••••Registered adviserregistration: current employment
Nov 21, 2024 to presentfactForm ADV
→ K••••• A••••••• S•••••••• L••Registered adviserregistration: previous registration
May 11, 2016 to Nov 5, 2024factForm ADV
→ N•• A•••••• S•••••••• L••Registered adviserregistration: previous registration
May 28, 2003 to Sep 22, 2016factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Nov 5, 2024
A•••••• firm change
I•••• B•••• H•••• left K••••• A••••••• S•••••••• L•• for L•••• F••• A••••••• S••••••• (registered 2024-11-21)
Form ADVobserved 7 days ago

Show 1 bookkeeping events

First seen by DFX
Sep 15, 2026
date not stated
I•••• B•••• H•••• no longer holds an investment adviser registration (last listed at L•••• F••• A••••••• S••••••• on the 2026-09-14 feed)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:71b0d337-b836-fbd5-c24a-d739f6ce6575
First observed: May 28, 2003
Last observed: Sep 14, 2026 8 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.