DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Registered advisor
B•••••• M••••••• H•••••
Feed of 09/15/2026
Also filed as B•••••• H•••••
At current firm
1 y
since Aug 1, 2025
In the industry
18 y
since May 2, 2008 (earliest exam, job or registration)
Prior registered firms
6
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
1
dated events on this person
Professional profileWhat is shown hereOnly business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
what the firm itself publishes, with the page it was read from
- Title
- Senior Vice President, Wealth Advisorreportedfarther.comfirm site, Sep 15, 2026
- Years, as the firm states
- 20reportedfarther.com“B.S. Radford University”
- Professional profile
- ••• Lockedreportedfarther.comfirm site, Sep 15, 2026
Registration history
IAPD current and previous registrations
- F•••••• independent RIA currentsince Aug 1, 2025 · Bluffton, Sc
- S•••••••• A••••••• L•• national BDMar 31, 2025 to Jun 17, 2025 · Hilton Head Island, Sc
- F••••••• P••••••• A•• W•••••••• A••••••• formerJul 13, 2018 to Mar 31, 2025 · Boston, Ma
- S•••••••• A••••••• L•• national BDFeb 23, 2012 to Jul 13, 2018 · Jacksonville, Fl
- P•• W••••• M••••••••• BD affiliatedNov 13, 2009 to Jun 8, 2010 · Port Orange, Fl
- N•••••• I••••••••• I••• unclassifiedOct 7, 2008 to Nov 13, 2009 · Port Orange, Fl
- E••••• J•••• national BDMay 5, 2008 to Jul 25, 2008 · Winston Salem, Nc
Moves
a registration end followed by a registration begin elsewhere
- S•••••••• A••••••• L•• to F••••••left Jun 17, 2025, registered Aug 1, 2025 (45 days) · Affiliated broker-dealer or bank to independent RIA
- F••••••• P••••••• A•• W•••••••• A••••••• to S•••••••• A••••••• L••left Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
- S•••••••• A••••••• L•• to F••••••• P••••••• A•• W•••••••• A•••••••left Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move
- P•• W••••• M••••••••• to S•••••••• A••••••• L••left Jun 8, 2010, registered Feb 23, 2012 (625 days) · Other
- N•••••• I••••••••• I••• to P•• W••••• M•••••••••left Nov 13, 2009, registered Nov 13, 2009 (0 days) · corporate re-registration, not a move
- E••••• J•••• to N•••••• I••••••••• I•••left Jul 25, 2008, registered Oct 7, 2008 (74 days) · Other
Signals
- ••• LockedJun 17, 2025 · Advisor changed firm · fact
Transition signalsWhat these will draw onThe 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.
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address