DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analystdual registered (broker-dealer)17 years in industry

G•••••• H• B••••••

Advisor at S•••••••• F••••••••

DENVER, CO

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Search this name across graphsid dfx:ria:a3f08d10-b94e-880c-9afe-d900b02367a1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 28, 2009 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: S•••••••• F••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 26, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S•••••••• F••••••••	State registered	May 14, 2021	n/a	yes	DENVER, CO	Current employment
G•••••• I•••••••••	Former SEC adviser	Mar 25, 2015	Feb 28, 2017	no	ATLANTA, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G•••••• I•••••••••	S•••••••• F••••••••	Feb 28, 2017	May 14, 2021	1,536	Firm change after gap	Other
G••••••••• I•••••••••	G•••••• I•••••••••	Feb 11, 2014	Mar 25, 2015

Relationships

Registered with (4)

→ S•••••••• F••••••••Registered adviserregistration: current employment
May 14, 2021 to presentfactForm ADV
→ G•••••• I•••••••••Registered adviserregistration: previous registration
Mar 25, 2015 to Feb 28, 2017factForm ADV
→ G••••••••• I•••••••••Registered adviserregistration: previous registration
Oct 26, 2010 to Feb 11, 2014factForm ADV
→ R•••• A••••••• S•••••••• L••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a3f08d10-b94e-880c-9afe-d900b02367a1
First observed: Jan 28, 2009
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.