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Registered advisor
B•••• C••••••••• H••••
Feed of 09/14/2026
Also filed as B•••• C H••••
At current firm
7 y
since Apr 23, 2019
In the industry
12 y
since Feb 12, 2014 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- C••••• I••••••••• A••••••• L•• BD affiliated currentsince Apr 23, 2019 · Lakewood, Oh
- H••••••••• F•••••••• A••••••• BD affiliatedFeb 1, 2017 to Apr 16, 2019 · Hudson, Oh
- L•• F•••••••• L•• BD affiliatedMay 6, 2016 to Feb 1, 2017 · Northfield, Oh
- F•••• T•••• S••••••••• I••• BD affiliatedFeb 13, 2014 to Nov 9, 2015 · Cleveland, Oh
Moves
a registration end followed by a registration begin elsewhere
- H••••••••• F•••••••• A••••••• to C••••• I••••••••• A••••••• L••left Apr 16, 2019, registered Apr 23, 2019 (7 days) · Affiliated broker-dealer or bank to another
- L•• F•••••••• L•• to H••••••••• F•••••••• A•••••••left Feb 1, 2017, registered Feb 1, 2017 (0 days) · corporate re-registration, not a move
- F•••• T•••• S••••••••• I••• to L•• F•••••••• L••left Nov 9, 2015, registered May 6, 2016 (179 days) · Other
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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address