DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner14 years in industry

M•••••• J•••• H•••

Advisor at B••••• M••••••

TIMONIUM, MD

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Search this name across graphsid dfx:ria:d0c039f0-5c9c-f693-eba0-0b1768292aa2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Feb 13, 2024 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••••• M••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 1, 2011earliest 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: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••• M••••••	Independent wealth	Feb 13, 2025	n/a	yes	TIMONIUM, MD	Current employment
K••••• A••••••• S•••••••• L••	Bd affiliated wealth	Feb 13, 2024	Apr 1, 2025	no	TIMONIUM, MD\|AUSTIN, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
K••••• A••••••• S•••••••• L••	B••••• M••••••	Apr 1, 2025	Feb 13, 2025	-47	Firm change after gap	Ibd to new firm

Relationships

Registered with (2)

→ B••••• M••••••Registered adviserregistration: current employment
Feb 13, 2025 to presentfactForm ADV
→ K••••• A••••••• S•••••••• L••Registered adviserregistration: previous registration
Feb 13, 2024 to Apr 1, 2025factForm ADV

Dated events

Occurred
Apr 1, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d0c039f0-5c9c-f693-eba0-0b1768292aa2
First observed: Feb 13, 2024
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.