DFX Intelligence

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

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RIA / WealthAdvisor19 years in industry

J•••• C•••• H••••••

Advisor at S••••••• I••••••••• A•••••••• I•••

New Orleans, LA

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Search this name across graphsid dfx:ria:09e91a79-83da-10cc-8907-720904c0712d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Nov 12, 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: S••••••• I••••••••• A•••••••• I•••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Aug 14, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••••••• I••••••••• A•••••••• I•••	Other adviser	Jul 24, 2026	n/a	yes	New Orleans, LA	Current employment
B••••• P••••• A•••••••• L••	Independent wealth	Jul 6, 2023	Jun 15, 2026	no	NEWPORT BEACH, CA\|Metairie, LA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••• P••••• A•••••••• L••	S••••••• I••••••••• A•••••••• I•••	Jun 15, 2026	Jul 24, 2026	39	Firm change	Other
S••••••• I••••••••• A•••••••• I•••	B••••• P••••• A•••••••• L••	Jun 28, 2023	Jul 6, 2023

Relationships

Registered with (5)

→ S••••••• I••••••••• A•••••••• I•••Registered adviserregistration: previous registration
Apr 28, 2016 to Jun 28, 2023factForm ADV
→ B••••• P••••• A•••••••• L••Registered adviserregistration: previous registration
Jul 6, 2023 to Jun 15, 2026factForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Feb 11, 2013 to Mar 7, 2016factForm ADV
→ C•••••• O•• F•••••••• A••••••• L••

Dated events

Occurred
Jun 15, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jun 28, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:09e91a79-83da-10cc-8907-720904c0712d
First observed: Nov 12, 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.