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I•• H•••• R•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor27 years in industry

I•• H•••• R•••••

Advisor at B•••••• H•••• P•••••• W•••••• L••

B•••••• H••••, CA

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Search this name across graphsid dfx:ria:d296cbfb-82aa-965f-8b3b-0086f6a83532

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: May 10, 1999 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•••••• H•••• P•••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 12, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••• H•••• P•••••• W•••••• L••	Independent wealth	Oct 10, 2022	n/a	yes	B•••••• H••••, CA	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Sep 1, 2006	Oct 11, 2022	no	B•••••• H••••, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	B•••••• H•••• P•••••• W•••••• L••	Oct 11, 2022	Oct 10, 2022	-1	Firm change	Wirehouse to new firm
C•••••••• G••••• M•••••• I•••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Sep 12, 2006

Team moves

••• Locked

Team	Left	Joined	From	Kind
7691:321132:CA:2022-10-10	Oct 11, 2022	Oct 10, 2022	B•••••• H••••, CA	Firm change

Relationships

Registered with (3)

→ B•••••• H•••• P•••••• W•••••• L••Registered adviserregistration: current employment
Oct 10, 2022 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Sep 1, 2006 to Oct 11, 2022factForm ADV
→ C•••••••• G••••• M•••••• I•••Registered adviserregistration: previous registration
May 10, 1999 to Sep 12, 2006factForm ADV

Dated events

Occurred
Oct 11, 2022
Advisor changed firm
I•• H•••• R••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for B•••••• H•••• P•••••• W•••••• L•• (registered 2022-10-10)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d296cbfb-82aa-965f-8b3b-0086f6a83532
First observed: May 10, 1999
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.