DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultantdual registered (broker-dealer)43 years in industry

K••• B• H••••••

Advisor at H••••• D•••• I•••••••••

LOGAN, UT

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Search this name across graphsid dfx:ria:a4f2b7dd-ee86-7f46-a1a8-2f77acda38cd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Dec 21, 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••••• D•••• I•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 16, 1982earliest registration or exam on IAPD
Years in industry: 43derivedfrom the industry start date
Years at current firm: 20derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H••••• D•••• I•••••••••	Independent wealth	Feb 13, 2006	n/a	yes	LOGAN, UT\|LOGAN, UT\|LOGAN, UT	Current employment
Z•••• D•••••• I•••	n/a	Feb 28, 2003	Feb 7, 2006	no	LOGAN, UT\|LOGAN, UT

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
Z•••• D•••••• I•••	H••••• D•••• I•••••••••	Feb 7, 2006	Feb 13, 2006	6	Firm change	Other
C•••••••• G••••• M•••••• I•••	Z•••• D•••••• I•••	Dec 9, 2002	Feb 28, 2003

Relationships

Registered with (3)

→ H••••• D•••• I•••••••••Registered adviserregistration: current employment
Feb 13, 2006 to presentfactForm ADV
→ Z•••• D•••••• I•••Registered adviserregistration: previous registration
Feb 28, 2003 to Feb 7, 2006factForm ADV
→ C•••••••• G••••• M•••••• I•••Registered adviserregistration: previous registration
Dec 21, 1998 to Dec 9, 2002factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a4f2b7dd-ee86-7f46-a1a8-2f77acda38cd
First observed: Dec 21, 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.