DFX Intelligence

B•••••• R••••• 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 / WealthAdvisor34 years in industry

B•••••• R••••• H•••••

Advisor at H••••••• P•••••••

WASHINGTON, DC | WALDORF, MD

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:d1e22051-c975-1823-aedd-55b349163411

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Sep 28, 2004 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: H••••••• P•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jul 28, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H••••••• P•••••••	State registered	Jan 7, 2026	n/a	yes	WASHINGTON, DC\|WALDORF, MD	Current employment
A••••• I••••••••• C•••••••••	Independent wealth	Nov 12, 2020	Dec 8, 2023	no	CARMEL, IN\|Baltimore, MD

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••• I••••••••• C•••••••••	H••••••• P•••••••	Dec 8, 2023	Jan 7, 2026	761	Firm change after gap	RIA to state RIA
T••••••• I••••••••• M••••••••• I•••	A••••• I••••••••• C•••••••••	Jul 17, 2020	Nov 12, 2020

Relationships

Registered with (5)

→ H••••••• P•••••••Registered adviserregistration: current employment
Jan 7, 2026 to presentfactForm ADV
→ A••••• I••••••••• C•••••••••Registered adviserregistration: previous registration
Nov 12, 2020 to Dec 8, 2023factForm ADV
→ T••••••• I••••••••• M••••••••• I•••Registered adviserregistration: previous registration
Aug 7, 2017 to Jul 17, 2020factForm ADV
→ N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N••

Dated events

Occurred
Dec 8, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d1e22051-c975-1823-aedd-55b349163411
First observed: Sep 28, 2004
Last observed: Sep 14, 2026 9 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.