DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner13 years in industry

J••• M••••••• H••••

Advisor at P••• P•••• C•••••• C•••••••••

HOMEWOOD, AL | Tupelo, MS

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Search this name across graphsid dfx:ria:1a2e3794-2130-b215-1bf6-e68c051af0c5

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jul 23, 2013 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: P••• P•••• C•••••• C•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 19, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••• P•••• C•••••• C•••••••••	Independent wealth	Jun 26, 2020	n/a	yes	Tupelo, MS\|HOMEWOOD, AL	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Sep 16, 2014	Apr 26, 2021	no	TUPELO, MS	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	P••• P•••• C•••••• C•••••••••	Apr 26, 2021	Jun 26, 2020	-304	Firm change after gap	Other
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	L•• F•••••••• L••	May 27, 2014	Sep 16, 2014

Relationships

Registered with (3)

→ P••• P•••• C•••••• C•••••••••Registered adviserregistration: current employment
Jun 26, 2020 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Sep 16, 2014 to Apr 26, 2021factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Jul 23, 2013 to May 27, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1a2e3794-2130-b215-1bf6-e68c051af0c5
First observed: Jul 23, 2013
Last observed: Sep 15, 2026 8 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.