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

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RIA / WealthAdvisor37 years in industry

J••• H•••• R•••••••

Advisor at F•••••••• P••••••• H•••••• I•••

Honolulu, HI

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Search this name across graphsid dfx:ria:1a603b7d-b0e5-6f73-c4b2-3d7d4b552309

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Nov 22, 1996 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: F•••••••• P••••••• H•••••• I•••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 27, 1989earliest registration or exam on IAPD
Years in industry: 37derivedfrom the industry start date
Years at current firm: 16derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
F•••••••• P••••••• H•••••• I•••	Independent wealth	Jul 15, 2010	n/a	yes	Honolulu, HI	Current employment
J• W• C••• A•••••••• I•••	Bd affiliated wealth	May 10, 2013	Dec 31, 2025	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
J• W• C••• A•••••••• I•••	n/a	Dec 31, 2025	n/a	n/a	Departure no registered destination	Departure
F•••••••• A••••••• O• A••••••• L••	F•••••••• P••••••• H•••••• I•••	May 10, 2013	Jul 15, 2010

Relationships

Registered with (5)

→ F•••••••• P••••••• H•••••• I•••Registered adviserregistration: current employment
Jul 15, 2010 to presentfactForm ADV
→ J• W• C••• A•••••••• I•••Registered adviserregistration: previous registration
May 10, 2013 to Dec 31, 2025factForm ADV
→ F•••••••• A••••••• O• A••••••• L••Registered adviserregistration: previous registration
Jul 1, 2010 to May 10, 2013factForm ADV
→ W•••• F•••• A•••••••

Dated events

Occurred
Dec 31, 2025
Advisor departed, no destination yet
J••• H•••• R••••••• no longer registered at J• W• C••• A•••••••• I•••; no later IA registration on IAPD
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1a603b7d-b0e5-6f73-c4b2-3d7d4b552309
First observed: Nov 22, 1996
Last observed: Sep 14, 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.