DFX Intelligence

T••••• H•••• G•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor17 years in industry

T••••• H•••• G•••••

Advisor at B•••• H••• A•••••••• L••

SEATTLE, WA | Seattle, WA

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Search this name across graphsid dfx:ria:efd1170e-c7d0-1335-309a-4777eaeed131

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 30, 2009 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••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 15, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••• H••• A•••••••• L••	Independent wealth	Jun 29, 2016	n/a	yes	Seattle, WA\|SEATTLE, WA	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Feb 1, 2012	Feb 5, 2014	no	NEW YORK, NY

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	B•••• H••• A•••••••• L••	Feb 5, 2014	Jun 29, 2016	875	Firm change after gap	Other
M••••• S••••••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Feb 8, 2012	Feb 1, 2012

Relationships

Registered with (4)

→ B•••• H••• A•••••••• L••Registered adviserregistration: current employment
Jun 29, 2016 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Feb 1, 2012 to Feb 5, 2014factForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Jul 8, 2010 to Feb 8, 2012factForm ADV
→ N••••••••• M••••• I••••••••• S•••••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:efd1170e-c7d0-1335-309a-4777eaeed131
First observed: Sep 30, 2009
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.