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

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RIA / WealthAdvisorCertified Financial Planner25 years in industry

W•••••• H••••• B•••••

Advisor at B••••• • B•••••••• L•••

DURHAM, NC

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Search this name across graphsid dfx:ria:fc423a67-c68e-ca17-3e0c-6e22772c1214

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Dec 31, 2001 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••••• • B•••••••• L•••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 26, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 17derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
B••••• • B•••••••• L•••	State registered	Oct 8, 2008	n/a	yes	DURHAM, NC	Current employment
H• B•••• I•••	Former SEC adviser	Sep 5, 2008	Dec 31, 2016	no	DURHAM, NC\|ROCKVILLE, MD

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
H• B•••• I•••	B••••• • B•••••••• L•••	Dec 31, 2016	Oct 8, 2008	-3,006	Firm change after gap	Other
S•••• • S••••••••• L••	H• B•••• I•••	Aug 28, 2008

Relationships

Registered with (3)

→ B••••• • B•••••••• L•••Registered adviserregistration: current employment
Oct 8, 2008 to presentfactForm ADV
→ H• B•••• I•••Registered adviserregistration: previous registration
Sep 5, 2008 to Dec 31, 2016factForm ADV
→ S•••• • S••••••••• L••Registered adviserregistration: previous registration
Dec 31, 2001 to Aug 28, 2008factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fc423a67-c68e-ca17-3e0c-6e22772c1214
First observed: Dec 31, 2001
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.