DFX Intelligence

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

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RIA / WealthAdvisor20 years in industry

B•••• T• S••••••

Advisor at H•••• E••••• M••••••••• L••

INDIALANTIC, FL

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Search this name across graphsid dfx:ria:f935e419-8b86-b2b3-c8e0-a8525be21817

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Feb 13, 2007 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: H•••• E••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Feb 2, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H•••• E••••• M••••••••• L••	State registered	Mar 12, 2024	n/a	yes	INDIALANTIC, FL	Current employment
O•••• W•••••• I•••	Bd affiliated wealth	Aug 9, 2019	Feb 5, 2024	no	MELBOURNE, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O•••• W•••••• I•••	H•••• E••••• M••••••••• L••	Feb 5, 2024	Mar 12, 2024	36	Firm change	Ibd to state RIA
C••••• A••••••• L••	O•••• W•••••• I•••	Aug 12, 2019	Aug 9, 2019

Relationships

Registered with (5)

→ H•••• E••••• M••••••••• L••Registered adviserregistration: current employment
Mar 12, 2024 to presentfactForm ADV
→ O•••• W•••••• I•••Registered adviserregistration: previous registration
Aug 9, 2019 to Feb 5, 2024factForm ADV
→ C••••• A••••••• L••Registered adviserregistration: previous registration
Jan 15, 2014 to Aug 12, 2019factForm ADV
→ N••• F•••••••• G••••• I•••

Dated events

Occurred
Feb 5, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f935e419-8b86-b2b3-c8e0-a8525be21817
First observed: Feb 13, 2007
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.