DFX Intelligence

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

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RIA / WealthAdvisor13 years in industry

B•••••• P••••• S•••••• H•••••••

Advisor at H••••• W•••••

Jersey City, NJ | ORLANDO, FL

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Search this name across graphsid dfx:ria:e04f9934-98c6-ecc5-1aa8-79f36febde4f

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jul 21, 2014 to Sep 16, 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••••• W•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H••••• W•••••	Independent wealth	Oct 5, 2022	n/a	yes	Jersey City, NJ\|ORLANDO, FL	Current employment
B••••••••• F•••••••• M••••••••• ••• L••	Independent wealth	Dec 21, 2021	Feb 14, 2022	no	ORLANDO, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•••• A••••••• U••• I•••	B••••••••• F•••••••• M••••••••• ••• L••	Jun 22, 2017	Dec 18, 2017	179	Firm change	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
289142:307387:FL:2022-02-14	Feb 14, 2022	Oct 5, 2022	ORLANDO, FL	Firm change

Relationships

Registered with (3)

→ H••••• W•••••Registered adviserregistration: current employment
Oct 5, 2022 to presentfactForm ADV
→ B••••••••• F•••••••• M••••••••• ••• L••Registered adviserregistration: previous registration
Dec 18, 2017 to Feb 14, 2022factForm ADV
→ B•••• A••••••• U••• I•••Registered adviserregistration: previous registration
Jul 21, 2014 to Jun 22, 2017factForm ADV

Dated events

Occurred
Feb 14, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e04f9934-98c6-ecc5-1aa8-79f36febde4f
First observed: Jul 21, 2014
Last observed: Sep 16, 2026 6 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.