DFX Intelligence

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

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RIA / WealthAdvisor40 years in industry

J•••••• E•••• H••••

Advisor at M••••••

Rochester, NY | Honeoye Falls, NY

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 3:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: May 9, 2021 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: M••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Dec 26, 1985earliest registration or exam on IAPD
Years in industry: 40derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••	Bd affiliated wealth	Sep 11, 2025	n/a	yes	Honeoye Falls, NY\|Rochester, NY	Current employment
F•••• C•••••• L••	Former SEC adviser	May 9, 2021	Oct 1, 2025	no	Rochester, NY	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••• C•••••• L••	M••••••	Oct 1, 2025	Sep 11, 2025	-20	Firm change	RIA to ibd

Team moves

••• Locked

Team	Left	Joined	From	Kind
109941:140195:NY:2025-10-01	Oct 1, 2025	Sep 11, 2025	ROCHESTER, NY	Firm change

Relationships

Registered with (2)

→ M••••••Registered adviserregistration: current employment
Sep 11, 2025 to presentfactForm ADV
→ F•••• C•••••• L••Registered adviserregistration: previous registration
May 9, 2021 to Oct 1, 2025factForm ADV

Dated events

Order

Occurred
1 Oct 2025
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: May 9, 2021
Last observed: Sep 15, 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.