J•••• A• H•••••

Advisor at N•••••• A•••••••

NEW ORLEANS, LA | Lafayette, LA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1bb9e74a-13ea-0c82-3a84-b49ada687bd4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jan 11, 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: N•••••• A•••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Mar 1, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
N•••••• A•••••••	Bd affiliated wealth	Apr 1, 2024	n/a	yes	Lafayette, LA\|NEW ORLEANS, LA	Current employment
S•••• W••••• M••••••••• L••	Bd affiliated wealth	Feb 1, 2017	Apr 4, 2024	no	Lafayette, LA\|LAFAYETTE, LA\|MCLEAN, VA\|Lafayette, LA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••• W••••• M••••••••• L••	N•••••• A•••••••	Apr 4, 2024	Apr 1, 2024	-3	Firm change	Ibd to ibd
O••••• A•••• M••••••••• L••	S•••• W••••• M••••••••• L••	Nov 30, 2017	Feb 1, 2017

Team moves

••• Locked

Team	Left	Joined	From	Kind
113908:171351:LA:2024-04-04	Apr 4, 2024	Apr 1, 2024	LAFAYETTE, LA	Firm change

Relationships

Registered with (3)

→ N•••••• A•••••••Registered adviserregistration: current employment
Apr 1, 2024 to presentfactForm ADV
→ S•••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Feb 1, 2017 to Apr 4, 2024factForm ADV
→ O••••• A•••• M••••••••• L••Registered adviserregistration: previous registration
Jan 11, 2008 to Nov 30, 2017factForm ADV

Dated events

Occurred
Apr 4, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1bb9e74a-13ea-0c82-3a84-b49ada687bd4
First observed: Jan 11, 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.