DFX Intelligence
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Registered advisor
B••• H••••• D••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as B••• H• D••••••••• D••••
At current firm
5 y
since Jul 14, 2021
In the industry
27 y
since Oct 16, 1998 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- B••••••• W••••• A••••••• L•• independent RIA currentsince Jul 14, 2021 · Milton, Ga
- C•••••• W••••• M••••••••• L•• independent RIAMar 9, 2011 to Jun 30, 2021 · Atlanta, Ga
- M••••• S•••••• wirehouseJun 1, 2009 to Mar 9, 2011 · Atlanta, Ga
- C•••••••• G••••• M•••••• I••• BD affiliatedApr 14, 2003 to Jun 1, 2009 · Atlanta, Ga
Moves
a registration end followed by a registration begin elsewhere
- C•••••• W••••• M••••••••• L•• to B••••••• W••••• A••••••• L••left Jun 30, 2021, registered Jul 14, 2021 (14 days) · RIA to RIA
- M••••• S•••••• to C•••••• W••••• M••••••••• L••left Mar 9, 2011, registered Mar 9, 2011 (0 days) · Other
- C•••••••• G••••• M•••••• I••• to M••••• S••••••left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address