DFX Intelligence

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

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RIA / WealthAdvisor30 years in industry

G•••• B•••• H••••••

Advisor at G•••••••• W••••• P•••••••

••• Locked

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Search this name across graphsid dfx:ria:8285417a-42b8-f5d7-b8ad-c8240d063e76

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Dec 4, 2007 to Sep 15, 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: G•••••••• W••••• P•••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jun 6, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•••••••• W••••• P•••••••	Bd affiliated wealth	Sep 13, 2026	n/a	yes	PALM BEACH GARDENS, FL\|Somers, NY	Current employment
S•••• W••••• M••••••••• I•••	Independent wealth	Jun 29, 2022	n/a	yes	SOMERS, NY\|SOMERS, NY	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B• R•••• W••••• A•••••••• I•••	S•••• W••••• M••••••••• I•••	Jun 29, 2022	Jun 29, 2022	0	Firm change	Ibd to new firm

Team moves

••• Locked

Team	Left	Joined	From	Kind
115927:320774:NY:2022-06-29	Jun 29, 2022	Jun 29, 2022	WHITE PLAINS, NY	Firm change

Relationships

Registered with (3)

→ G•••••••• W••••• P•••••••Registered adviserregistration: current employment
Sep 13, 2026 to presentfactForm ADV
→ S•••• W••••• M••••••••• I•••Registered adviserregistration: current employment
Jun 29, 2022 to presentfactForm ADV
→ B• R•••• W••••• A•••••••• I•••Registered adviserregistration: previous registration
Dec 4, 2007 to Jun 29, 2022factForm ADV

Dated events

Occurred
Jun 29, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8285417a-42b8-f5d7-b8ad-c8240d063e76
First observed: Dec 4, 2007
Last observed: Sep 15, 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.