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

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RIA / WealthAdvisordual registered (broker-dealer)15 years in industry

J••••• H•••• F••

Advisor at W•••• F•••• A•••••••

ATLANTA, GA | ALPHARETTA, GA

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Search this name across graphsid dfx:ria:1fd9a1a9-43ce-d37f-a76d-597999894942

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 4, 2011 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: W•••• F•••• A•••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Dec 31, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••• F•••• A•••••••	Wirehouse	Mar 12, 2025	n/a	yes	ALPHARETTA, GA\|ATLANTA, GA	Current employment
U•• F•••••••• S••••••• I•••	Wirehouse	Nov 17, 2014	Jan 10, 2023	no	ATLANTA, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
U•• F•••••••• S••••••• I•••	W•••• F•••• A•••••••	Jan 10, 2023	Mar 12, 2025	792	Firm change after gap	Wirehouse to wirehouse
E•••••• C•••••• M••••••••• L••	U•• F•••••••• S••••••• I•••	Nov 10, 2014	Nov 17, 2014

Relationships

Registered with (4)

→ W•••• F•••• A•••••••Registered adviserregistration: current employment
Mar 12, 2025 to presentfactForm ADV
→ U•• F•••••••• S••••••• I•••Registered adviserregistration: previous registration
Nov 17, 2014 to Jan 10, 2023factForm ADV
→ E•••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Nov 14, 2013 to Nov 10, 2014factForm ADV
→ E••••• J••••

Dated events

Occurred
Jan 10, 2023
Advisor changed firm
J••••• H•••• F•• left U•• F•••••••• S••••••• I••• for W•••• F•••• A••••••• (registered 2025-03-12)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1fd9a1a9-43ce-d37f-a76d-597999894942
First observed: Jan 4, 2011
Last observed: Sep 15, 2026 7 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.