DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)13 years in industry

B•••• S•••• H••••••

Advisor at SCS

BELLEVUE, WA

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Search this name across graphsid dfx:ria:dcf65222-11ee-97d4-4a85-78a8c691a448

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 12, 2013 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: SCS
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 11, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••	Independent wealth	Jul 20, 2022	n/a	yes	BELLEVUE, WA	Current employment
P••••••••	Independent wealth	Jun 15, 2021	Sep 2, 2021	no	BELLEVUE, WA\|ENGLEWOOD, NJ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••••••••	S••	Sep 2, 2021	Jul 20, 2022	321	Firm change	RIA to RIA
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	P••••••••	Mar 24, 2021	Jun 15, 2021

Relationships

Registered with (4)

→ SCSRegistered adviserregistration: current employment
Jul 20, 2022 to presentfactForm ADV
→ P••••••••Registered adviserregistration: previous registration
Jun 15, 2021 to Sep 2, 2021factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Aug 21, 2015 to Mar 24, 2021factForm ADV
→ M••••• S••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dcf65222-11ee-97d4-4a85-78a8c691a448
First observed: Jun 12, 2013
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.