DFX Intelligence

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

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RIA / WealthAdvisor24 years in industry

B••• H••••• H•••

Advisor at M••••••

STATE COLLEGE, PA

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Search this name across graphsid dfx:ria:721c352b-3f9a-d1d8-00e3-4876e4182f36

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Oct 28, 2004 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: M••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Aug 8, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••	Bd affiliated wealth	Mar 15, 2018	n/a	yes	STATE COLLEGE, PA	Current employment
M•••••• W••••• A•••••••	Former SEC adviser	Mar 30, 2015	Oct 11, 2018	no	STATE COLLEGE, PA\|STATE COLLEGE, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• W••••• A•••••••	M••••••	Oct 11, 2018	Mar 15, 2018	-210	Firm change after gap	Other
V•••••• I••••••••• A•••••••• L••	M•••••• W••••• A•••••••	Mar 30, 2015	Mar 30, 2015

Team moves

••• Locked

Team	Left	Joined	From	Kind
174099:140195:PA:2018-10-11	Oct 11, 2018	Mar 15, 2018	STATE COLLEGE, PA	Firm change after gap
110128:174099:PA:2015-03-30	Mar 30, 2015	Mar 30, 2015	STATE COLLEGE, PA	Firm change

Relationships

Registered with (6)

→ M••••••Registered adviserregistration: current employment
Mar 15, 2018 to presentfactForm ADV
→ M•••••• W••••• A•••••••Registered adviserregistration: previous registration
Mar 30, 2015 to Oct 11, 2018factForm ADV
→ V•••••• I••••••••• A•••••••• L••Registered adviserregistration: previous registration
Sep 20, 2010 to Mar 30, 2015factForm ADV
→ W•••• F•••• A•••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:721c352b-3f9a-d1d8-00e3-4876e4182f36
First observed: Oct 28, 2004
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.