DFX Intelligence

J••• R••••• H•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst17 years in industry

J••• R••••• H•••••

Advisor at H••••• W••••• M•••••••••

DALLAS, TX

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 18, 2010 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••••• W••••• M•••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Oct 10, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H••••• W••••• M•••••••••	State registered	Apr 30, 2018	n/a	yes	DALLAS, TX	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Sep 23, 2014	Apr 16, 2018	no	DALLAS, TX\|FORT MILL, SC\|DALLAS, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	H••••• W••••• M•••••••••	Apr 16, 2018	Apr 30, 2018	14	Firm change	RIA to state RIA
T• A••••••••• I••••••••• M••••••••• L••	L•• F•••••••• L••	Jul 28, 2014	Sep 23, 2014

Relationships

Registered with (4)

→ H••••• W••••• M•••••••••Registered adviserregistration: current employment
Apr 30, 2018 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Sep 23, 2014 to Apr 16, 2018factForm ADV
→ T• A••••••••• I••••••••• M••••••••• L••Registered adviserregistration: previous registration
Mar 18, 2010 to Jul 28, 2014factForm ADV
→ T• A••••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Mar 18, 2010
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.