DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)41 years in industry

B•••• D•• H••••••

Advisor at A••••••••• I••••••••• A•••••••

Nashville, IL

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:bdee4564-f246-9af7-89b7-a27f3b213735

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Sep 25, 2001 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: A••••••••• I••••••••• A•••••••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Apr 1, 1985earliest registration or exam on IAPD
Years in industry: 41derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••••••• I••••••••• A•••••••	Mixed wealth	Jul 31, 2024	n/a	yes	Nashville, IL	Current employment
K••••• A••••••• S•••••••• L••	Bd affiliated wealth	Apr 25, 2016	Aug 2, 2024	no	Nashville, IL\|AUSTIN, TX\|JANESVILLE, WI\|Eagle, ID\|Lexington, KY\|Clarksville, TN\|Lexington, KY\|Eagle, ID

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
K••••• A••••••• S•••••••• L••	A••••••••• I••••••••• A•••••••	Aug 2, 2024	Jul 31, 2024	-2	Firm change	Ibd to RIA
N•• A•••••• S•••••••• L••	K••••• A••••••• S•••••••• L••	Sep 22, 2016	Apr 25, 2016

Relationships

Registered with (4)

→ A••••••••• I••••••••• A•••••••Registered adviserregistration: current employment
Jul 31, 2024 to presentfactForm ADV
→ K••••• A••••••• S•••••••• L••Registered adviserregistration: previous registration
Apr 25, 2016 to Aug 2, 2024factForm ADV
→ N•• A•••••• S•••••••• L••Registered adviserregistration: previous registration
Jul 26, 2006 to Sep 22, 2016factForm ADV
→ M•• I•••••••• S•••••••• L••

Dated events

Occurred
Aug 2, 2024
A•••••• firm change
B•••• D•• H•••••• left K••••• A••••••• S•••••••• L•• for A••••••••• I••••••••• A••••••• (registered 2024-07-31)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bdee4564-f246-9af7-89b7-a27f3b213735
First observed: Sep 25, 2001
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.