DFX Intelligence

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

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RIA / WealthAdvisor25 years in industry

J•••• B•••••• H•••••

Advisor at R•• W•••••• L••

LOVELAND, CO

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Search this name across graphsid dfx:ria:b6fc9916-574e-f427-16e0-a375ac448e97

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: May 6, 2014 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: R•• W•••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jul 1, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•• W•••••• L••	State registered	Nov 3, 2025	n/a	yes	LOVELAND, CO	Current employment
B••••••••• C•••••• M••••••••• L••	Independent wealth	May 6, 2014	Aug 30, 2024	no	LOVELAND, CO\|WHEATON, IL\|Loveland, CO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••••••• C•••••• M••••••••• L••	R•• W•••••• L••	Aug 30, 2024	Nov 3, 2025	430	Firm change after gap	RIA to state RIA

Relationships

Registered with (2)

→ R•• W•••••• L••Registered adviserregistration: current employment
Nov 3, 2025 to presentfactForm ADV
→ B••••••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
May 6, 2014 to Aug 30, 2024factForm ADV

Dated events

Occurred
Aug 30, 2024
Advisor changed firm
J•••• B•••••• H••••• left B••••••••• C•••••• M••••••••• L•• for R•• W•••••• L•• (registered 2025-11-03)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b6fc9916-574e-f427-16e0-a375ac448e97
First observed: May 6, 2014
Last observed: Sep 14, 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.