DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)34 years in industry

G••••• B• H•••••••

Advisor at K••••• A•••••••• I•••

FT. LAUDERDALE, FL | JUPITER, FL

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Search this name across graphsid dfx:ria:f3671fe5-aea2-3ba5-8148-732e3de2c5b9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jul 29, 2002 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: K••••• A•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Nov 7, 1991earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 19derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
K••••• A•••••••• I•••	Bd affiliated wealth	Jun 18, 2007	n/a	yes	JUPITER, FL\|FT. LAUDERDALE, FL	Current employment
G•••••••• F••••••••• I••	n/a	Jan 18, 2006	Jun 20, 2007	no	JUPITER, FL\|WELLINGTON, FL\|WELLINGTON, FL\|BOYNTON BEACH, FL\|WELLINGTON, FL\|WELLINGTON, FL\|JUPITER, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G•••••••• F••••••••• I••	K••••• A•••••••• I•••	Jun 20, 2007	Jun 18, 2007	-2	Firm change	Other
O•••• W•••••• I•••	G•••••••• F••••••••• I••	Jan 24, 2006	Jan 18, 2006

Relationships

Registered with (4)

→ K••••• A•••••••• I•••Registered adviserregistration: current employment
Jun 18, 2007 to presentfactForm ADV
→ G•••••••• F••••••••• I••Registered adviserregistration: previous registration
Jan 18, 2006 to Jun 20, 2007factForm ADV
→ O•••• W•••••• I•••Registered adviserregistration: previous registration
Oct 13, 2005 to Jan 24, 2006factForm ADV
→ A•••• • F•••••••• P•••••••• L••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f3671fe5-aea2-3ba5-8148-732e3de2c5b9
First observed: Jul 29, 2002
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.