DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner18 years in industry

D•••••••• J•••• H••••••••

Advisor at C•••••••• I••••••••• R••••••• A•••••••• I•••

DeSoto, TX

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Search this name across graphsid dfx:ria:118b3d0d-b05a-140f-8278-978b84ea10d9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Oct 21, 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: C•••••••• I••••••••• R••••••• A•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Sep 22, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••• I••••••••• R••••••• A•••••••• I•••	Bd affiliated wealth	Oct 10, 2025	n/a	yes	DeSoto, TX	Current employment
D•• C•••••• M••••••••• L•••	n/a	Aug 10, 2016	Dec 31, 2025	no	DESOTO, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
D•• C•••••• M••••••••• L•••	C•••••••• I••••••••• R••••••• A•••••••• I•••	Dec 31, 2025	Oct 10, 2025	-82	Firm change after gap	Other
M•••••• G•••• A•••• M••••••••• I•••	D•• C•••••• M••••••••• L•••	Jun 28, 2016	Aug 10, 2016

Relationships

Registered with (5)

→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: current employment
Oct 10, 2025 to presentfactForm ADV
→ D•• C•••••• M••••••••• L•••Registered adviserregistration: previous registration
Aug 10, 2016 to Dec 31, 2025factForm ADV
→ M•••••• G•••• A•••• M••••••••• I•••Registered adviserregistration: previous registration
Aug 5, 2010 to Jun 28, 2016factForm ADV
→ W•••• F•••• A•••••••

Dated events

Occurred
Dec 31, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:118b3d0d-b05a-140f-8278-978b84ea10d9
First observed: Oct 21, 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.