S••••• I••••

Advisor at B••• H•••••• E•••••• I•••

Ponte Vedra Beach, FL | PITTSFORD, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ad8c690d-1c05-d9f3-d92a-f2c38c8dfa8c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jul 10, 2003 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: B••• H•••••• E•••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 2, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••• H•••••• E•••••• I•••	Independent wealth	May 28, 2026	n/a	yes	Ponte Vedra Beach, FL\|PITTSFORD, NY	Current employment
O•••• W•••••• I•••	Bd affiliated wealth	Oct 11, 2024	May 21, 2026	no	SCOTTSDALE, AZ\|Ponte Vedra Beach, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O•••• W•••••• I•••	B••• H•••••• E•••••• I•••	May 21, 2026	May 28, 2026	7	Firm change	Ibd to new firm
A••••••• P••••••••• A•••••••• I••	O•••• W•••••• I•••	Oct 11, 2024	Oct 11, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
23131:341095:FL:2026-05-21	May 21, 2026	May 28, 2026	PONTE VEDRA BEACH, FL	Firm change

Relationships

Registered with (6)

→ B••• H•••••• E•••••• I•••Registered adviserregistration: current employment
May 28, 2026 to presentfactForm ADV
→ O•••• W•••••• I•••Registered adviserregistration: previous registration
Oct 11, 2024 to May 21, 2026factForm ADV
→ A••••••• P••••••••• A•••••••• I••Registered adviserregistration: previous registration
May 8, 2017 to Oct 11, 2024factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

Occurred
May 21, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ad8c690d-1c05-d9f3-d92a-f2c38c8dfa8c
First observed: Jul 10, 2003
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.