DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

J•••••• P• T•••••••

Advisor at H••••••• W••••• A•••••••

CINCINNATI, OH

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Oct 30, 2014 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: H••••••• W••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 29, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H••••••• W••••• A•••••••	Independent wealth	Jul 27, 2021	n/a	yes	CINCINNATI, OH	Current employment
R•••••• J•••• • A••••••••• I•••	National bd RIA	Jun 1, 2015	Aug 17, 2021	no	CINCINNATI, OH\|CINCINNATI, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• • A••••••••• I•••	H••••••• W••••• A•••••••	Aug 17, 2021	Jul 27, 2021	-21	Firm change	Ibd to new firm
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	R•••••• J•••• • A••••••••• I•••	Jun 5, 2015	Jun 1, 2015

Team moves

••• Locked

Team	Left	Joined	From	Kind
705:312545:OH:2021-08-05	Aug 17, 2021	Jul 27, 2021	CINCINNATI, OH	Firm change
7691:705:OH:2015-06-02	Jun 5, 2015	Jun 1, 2015	CINCINNATI, OH	Firm change

Relationships

Registered with (3)

→ H••••••• W••••• A•••••••Registered adviserregistration: current employment
Jul 27, 2021 to presentfactForm ADV
→ R•••••• J•••• • A••••••••• I•••Registered adviserregistration: previous registration
Jun 1, 2015 to Aug 17, 2021factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Oct 30, 2014 to Jun 5, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Oct 30, 2014
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.