DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)22 years in industry

B•••••• M•••••• H•••••

Advisor at A••••• A•• P••••••• S•••••••

Philadelphia, PA

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Search this name across graphsid dfx:ria:825767a6-0c79-c611-0c9e-760370ae404b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Feb 20, 2018 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: A••••• A•• P••••••• S•••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Dec 1, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••• A•• P••••••• S•••••••	Bd affiliated wealth	Mar 10, 2022	n/a	yes	Philadelphia, PA\|Philadelphia, PA	Current employment
W•••• F•••• A•••••••	Wirehouse	Jun 16, 2020	Feb 28, 2022	no	WAYNE, PA\|WYNNEWOOD, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	A••••• A•• P••••••• S•••••••	Feb 28, 2022	Mar 10, 2022	10	Firm change	Wirehouse to ibd
J••• M••••• S••••••••• L••	W•••• F•••• A•••••••	Jun 5, 2020	Jun 16, 2020

Relationships

Registered with (4)

→ A••••• A•• P••••••• S•••••••Registered adviserregistration: current employment
Mar 10, 2022 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Jun 16, 2020 to Feb 28, 2022factForm ADV
→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
Nov 15, 2019 to Jun 5, 2020factForm ADV
→ C••••••• S••••••••• I•••

Dated events

Occurred
Feb 28, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:825767a6-0c79-c611-0c9e-760370ae404b
First observed: Feb 20, 2018
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.