DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner16 years in industry

B••••••• M• H•••

Advisor at G••••• R•••••• R••••••••• L••

Cincinnati, OH | DUBLIN, OH

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Search this name across graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Sep 27, 2018 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: G••••• R•••••• R••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G••••• R•••••• R••••••••• L••	Independent wealth	Oct 22, 2024	n/a	yes	Cincinnati, OH\|DUBLIN, OH	Current employment
H••••• I••••••••• M••••••••• L••	Independent wealth	Nov 6, 2023	Oct 4, 2024	no	CINCINNATI, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H••••• I••••••••• M••••••••• L••	G••••• R•••••• R••••••••• L••	Oct 4, 2024	Oct 22, 2024	18	Firm change	RIA to RIA
C••••• P••••••• L••	H••••• I••••••••• M••••••••• L••	Sep 12, 2023	Nov 6, 2023

Relationships

Registered with (5)

→ G••••• R•••••• R••••••••• L••Registered adviserregistration: current employment
Oct 22, 2024 to presentfactForm ADV
→ H••••• I••••••••• M••••••••• L••Registered adviserregistration: previous registration
Nov 6, 2023 to Oct 4, 2024factForm ADV
→ C••••• P••••••• L••Registered adviserregistration: previous registration
Jun 8, 2023 to Sep 12, 2023factForm ADV
→ C••••• P••••••• O••• L••

Dated events

Order

Occurred
4 Oct 2024
Advisor changed firm
••• Locked
Form ADV
Occurred
12 Sep 2023
Advisor changed firm
••• Locked
Form ADV
Occurred
26 Sep 2022
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Sep 27, 2018
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.