B•••• M• W••••

Advisor at J••• H•••••• P••••••• F•••••••• S•••••••• L••

Phoenix, AZ | BOSTON, MA

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:0de4259e-53a4-5d32-1c42-b88737a46549

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Sep 27, 2022 to Sep 15, 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: J••• H•••••• P••••••• F•••••••• S•••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Mar 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J••• H•••••• P••••••• F•••••••• S•••••••• L••	Bd affiliated wealth	Nov 21, 2023	n/a	yes	BOSTON, MA\|Phoenix, AZ	Current employment
J••• H•••••• I••••••••• M••••••••• L••	Asset manager	Sep 27, 2022	Nov 16, 2023	no	Tempe, AZ\|BOSTON, MA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J••• H•••••• I••••••••• M••••••••• L••	J••• H•••••• P••••••• F•••••••• S•••••••• L••	Nov 16, 2023	Nov 21, 2023	5	Firm change	Other

Relationships

Registered with (2)

→ J••• H•••••• P••••••• F•••••••• S•••••••• L••Registered adviserregistration: current employment
Nov 21, 2023 to presentfactForm ADV
→ J••• H•••••• I••••••••• M••••••••• L••Registered adviserregistration: previous registration
Sep 27, 2022 to Nov 16, 2023factForm ADV

Dated events

Occurred
Nov 16, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0de4259e-53a4-5d32-1c42-b88737a46549
First observed: Sep 27, 2022
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.