DFX Intelligence

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

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RIA / WealthAdvisor19 years in industry

J••••••• H••• P•••••

Advisor at T•••• B••• C•••••• L••

LOS ALTOS, CA | DALLAS, TX

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Search this name across graphsid dfx:ria:0ce22e79-c4a0-4406-7093-d79e8b69f9b7

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 2
Observed: Mar 20, 2007 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

J••••••• H••• P•••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Venture Capitalidentity

J••••••• H••• P•••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: T•••• B••• C•••••• L••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Mar 19, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•••• B••• C•••••• L••	Mixed wealth	Jul 24, 2024	n/a	yes	DALLAS, TX\|LOS ALTOS, CA	Current employment
H•••••••• A•••••••• L••	Bd affiliated wealth	Nov 17, 2010	Jul 29, 2011	no	MENLO PARK, CA\|CHICAGO, IL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•••• B••••• W••••• A•••••••	H•••••••• A•••••••• L••	Sep 30, 2011	Nov 17, 2010	-317	Firm change after gap	Other
H•••••••• A•••••••• L••	T•••• B••• C•••••• L••	Jul 29, 2011	Jul 24, 2024

Relationships

Registered with (5)

→ T•••• B••• C•••••• L••Registered adviserregistration: current employment
Jul 24, 2024 to presentfactForm ADV
→ T•••• B••••• W••••• A•••••••Registered adviserregistration: previous registration
Aug 14, 2009 to Sep 30, 2011factForm ADV
→ H•••••••• A•••••••• L••Registered adviserregistration: previous registration
Nov 17, 2010 to Jul 29, 2011factForm ADV
→ M••••• S••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0ce22e79-c4a0-4406-7093-d79e8b69f9b7
First observed: Mar 20, 2007
Last observed: Sep 15, 2026 7 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.