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

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

H••••• B•••• B•••••

Advisor at S••••

Chicago, IL | NEW YORK, NY

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Search this name across graphsid dfx:ria:a5788b9e-1c40-0647-cb5d-4c2644cf0c3f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Sep 13, 2017 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: S••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••••	Independent wealth	Jul 15, 2026	n/a	yes	NEW YORK, NY\|Chicago, IL	Current employment
S••••• W••••• M•••••••••	Independent wealth	May 1, 2023	Jun 29, 2026	no	ROCKFORD, IL\|Chicago, IL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••• W••••• M•••••••••	S••••	Jun 29, 2026	Jul 15, 2026	16	Firm change	RIA to RIA
B•••• F•••••••• G••••	S••••• W••••• M•••••••••	Aug 17, 2023	May 1, 2023

Relationships

Registered with (3)

→ S••••Registered adviserregistration: current employment
Jul 15, 2026 to presentfactForm ADV
→ S••••• W••••• M•••••••••Registered adviserregistration: previous registration
May 1, 2023 to Jun 29, 2026factForm ADV
→ B•••• F•••••••• G••••Registered adviserregistration: previous registration
Sep 13, 2017 to Aug 17, 2023factForm ADV

Dated events

Occurred
Jun 29, 2026
Advisor changed firm
H••••• B•••• B••••• left S••••• W••••• M••••••••• for Savvy (registered 2026-07-15)
Form ADVobserved 7 days ago
Occurred
Aug 17, 2023
Advisor changed firm
H••••• B•••• B••••• left B•••• F•••••••• G•••• for S••••• W••••• M••••••••• (registered 2023-05-01)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a5788b9e-1c40-0647-cb5d-4c2644cf0c3f
First observed: Sep 13, 2017
Last observed: Sep 15, 2026 7 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.