DFX Intelligence

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

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RIA / WealthAdvisor22 years in industry

C••••••••• J••• P••• H•••••

Advisor at I••••••• W••••• M••••••••• L••

SAN ANTONIO, TX

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Search this name across graphsid dfx:ria:1d3916dd-02ae-5cc1-1bad-cce1ac3a7472

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 25, 2004 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: I••••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 24, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I••••••• W••••• M••••••••• L••	Independent wealth	Dec 16, 2011	n/a	yes	SAN ANTONIO, TX	Current employment
S••••• W••••• M•••••••••	n/a	Oct 26, 2006	Dec 31, 2006	no	SAN ANTONIO, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••• W••••• M••••••••• I••	S••••• W••••• M•••••••••	Dec 22, 2011	Oct 26, 2006	-1,883	Firm change after gap	Other
S••••• W••••• M•••••••••	I••••••• W••••• M••••••••• L••	Dec 31, 2006	Dec 16, 2011

Relationships

Registered with (4)

→ I••••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Dec 16, 2011 to presentfactForm ADV
→ S••••• W••••• M••••••••• I••Registered adviserregistration: previous registration
Aug 17, 2006 to Dec 22, 2011factForm ADV
→ S••••• W••••• M•••••••••Registered adviserregistration: previous registration
Oct 26, 2006 to Dec 31, 2006factForm ADV
→ T•• F•••••• E••••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1d3916dd-02ae-5cc1-1bad-cce1ac3a7472
First observed: Mar 25, 2004
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.