R•••• J• C•••••

Advisor at H•••••• I••••••••• P•••••••• L••

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:08d28ace-6a50-9318-65eb-c0a90c2d1753

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Nov 10, 2008 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•••••• I••••••••• P•••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Oct 9, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H•••••• I••••••••• P•••••••• L••	State registered	Sep 21, 2016	n/a	yes	HOUSTON, TX	Current employment
U•• F•••••••• S••••••• I•••	Wirehouse	Nov 10, 2008	Feb 18, 2011	no	HOUSTON, TX\|WEEHAWKEN, NJ\|FT. WORTH, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
U•• F•••••••• S••••••• I•••	H•••••• I••••••••• P•••••••• L••	Feb 18, 2011	Sep 21, 2016	2,042	Firm change after gap	Wirehouse to state RIA

Relationships

Registered with (2)

→ H•••••• I••••••••• P•••••••• L••Registered adviserregistration: current employment
Sep 21, 2016 to presentfactForm ADV
→ U•• F•••••••• S••••••• I•••Registered adviserregistration: previous registration
Nov 10, 2008 to Feb 18, 2011factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:08d28ace-6a50-9318-65eb-c0a90c2d1753
First observed: Nov 10, 2008
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.