DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

J•••• B••••• H••••

Advisor at C•••••• S••••• • C••• I•••

Ann Arbor, MI | Troy, MI

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Search this name across graphsid dfx:ria:1333e0a4-806c-b312-1ffa-208dcb6ceeab

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Jan 19, 2022 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•••••• S••••• • C••• I•••
Current firm class: national broker-dealer RIAderived
Book size: not public••• Locked
Industry start: Oct 1, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• S••••• • C••• I•••	National bd RIA	Nov 14, 2025	n/a	yes	Ann Arbor, MI\|Troy, MI	Current employment
E•••••• A••••••• G••••• L••	Bd affiliated wealth	Dec 3, 2024	Sep 22, 2025	no	Westland, MI\|GREENWOOD VILLAGE, CO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••• A••••••• G••••• L••	C•••••• S••••• • C••• I•••	Sep 22, 2025	Nov 14, 2025	53	Firm change	Ibd to ibd
C•••••• S••••• • C••• I•••	E•••••• A••••••• G••••• L••	Nov 19, 2024	Dec 3, 2024

Relationships

Registered with (3)

→ C•••••• S••••• • C••• I•••Registered adviserregistration: previous registration
Dec 7, 2023 to Nov 19, 2024factForm ADV
→ E•••••• A••••••• G••••• L••Registered adviserregistration: previous registration
Dec 3, 2024 to Sep 22, 2025factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Jan 19, 2022 to Nov 27, 2023factForm ADV

Dated events

Occurred
Sep 22, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Nov 19, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Nov 27, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1333e0a4-806c-b312-1ffa-208dcb6ceeab
First observed: Jan 19, 2022
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.