DFX Intelligence

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

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RIA / WealthAdvisor14 years in industry

S•••• K••• H••••

Advisor at S••••• A••••••• W•••••• L••

DETROIT, MI | BEAVERCREEK, OH

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Search this name across graphsid dfx:ria:bd03b1d5-e04a-5c22-e913-5f147c8ef753

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: May 7, 2020 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••••• A••••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••••• A••••••• W•••••• L••	Independent wealth	Mar 26, 2025	n/a	yes	DETROIT, MI\|BEAVERCREEK, OH	Current employment
A• W••••• M••••••••• L••	Bd affiliated wealth	Dec 14, 2021	Mar 27, 2025	no	BEAVERCREEK, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A• W••••• M••••••••• L••	S••••• A••••••• W•••••• L••	Mar 27, 2025	Mar 26, 2025	-1	Firm change	RIA to RIA
G••••••• A•••••••• L••	A• W••••• M••••••••• L••	Dec 13, 2021	Dec 14, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
282580:301086:OH:2025-03-27	Mar 27, 2025	Mar 26, 2025	BEAVERCREEK, OH	Firm change

Relationships

Registered with (3)

→ S••••• A••••••• W•••••• L••Registered adviserregistration: current employment
Mar 26, 2025 to presentfactForm ADV
→ A• W••••• M••••••••• L••Registered adviserregistration: previous registration
Dec 14, 2021 to Mar 27, 2025factForm ADV
→ G••••••• A•••••••• L••Registered adviserregistration: previous registration
May 7, 2020 to Dec 13, 2021factForm ADV

Dated events

Occurred
Mar 27, 2025
Advisor changed firm
S•••• K••• H•••• left A• W••••• M••••••••• L•• for S••••• A••••••• W•••••• L•• (registered 2025-03-26)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bd03b1d5-e04a-5c22-e913-5f147c8ef753
First observed: May 7, 2020
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.