DFX Intelligence

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

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RIA / WealthAdvisor33 years in industry

H•••• P•••••• B•••••

Advisor at H••• B••••• • C•

Northbrook, IL

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Search this name across graphsid dfx:ria:79f90928-c951-1a36-d534-85a11b97b9e6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Mar 5, 1998 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: H••• B••••• • C•
Current firm class: former SEC adviserderived
Book size: not public••• Locked
Industry start: Nov 1, 1992earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 28derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H••• B••••• • C•	Former SEC adviser	Mar 5, 1998	n/a	yes	Northbrook, IL	Current employment
H••• B••••• • C•	Former SEC adviser	Mar 5, 1998	Dec 31, 2019	no	NORTHBROOK, IL	Previous registration

Relationships

Registered with (1)

→ H••• B••••• • C•Registered adviserregistration: previous registration
Mar 5, 1998 to Dec 31, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:79f90928-c951-1a36-d534-85a11b97b9e6
First observed: Mar 5, 1998
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.