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

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RIA / WealthAdvisorCertified Financial Planner22 years in industry

B•••• H••••• K•••••

Advisor at M••••• W••••• M••••••••• L••

ATLANTA, GA

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Search this name across graphsid dfx:ria:c4af3218-3c9a-d2b8-e984-438a22be6515

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Sep 30, 2006 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: M••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 1, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• W••••• M••••••••• L••	Independent wealth	Jan 5, 2017	n/a	yes	ATLANTA, GA	Current employment
C•••••••• W••••• C••••••	Former SEC adviser	Sep 30, 2006	Feb 28, 2017	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• W••••• C••••••	M••••• W••••• M••••••••• L••	Feb 28, 2017	Jan 5, 2017	-54	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
127349:155649:GA:2017-02-28	Feb 28, 2017	Jan 5, 2017	ATLANTA, GA	Firm change after gap

Relationships

Registered with (2)

→ M••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Jan 5, 2017 to presentfactForm ADV
→ C•••••••• W••••• C••••••Registered adviserregistration: previous registration
Sep 30, 2006 to Feb 28, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c4af3218-3c9a-d2b8-e984-438a22be6515
First observed: Sep 30, 2006
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.