DFX Intelligence

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

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RIA / WealthAdvisor15 years in industry

J•••• W•••••• H••••••••

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

INDIANAPOLIS, IN

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Search this name across graphsid dfx:ria:24e72fc9-c953-2316-ed0e-33278b149982

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jun 29, 2015 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: M•••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 22, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••• A•••• M••••••••• L••	No RAUM reported	Nov 13, 2025	n/a	yes	INDIANAPOLIS, IN	Current employment
M•••••• W••••• M••••••••• L••	Independent wealth	Apr 2, 2024	n/a	yes	INDIANAPOLIS, IN	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••• B•••• I••••••••• A•••••••• L••	M•••••• W••••• M••••••••• L••	Mar 27, 2024	Apr 2, 2024	6	Firm change	RIA to new firm

Team moves

••• Locked

Team	Left	Joined	From	Kind
118739:330384:IN:2024-03-27	Mar 27, 2024	Apr 2, 2024	INDIANAPOLIS, IN	Firm change

Relationships

Registered with (3)

→ M•••••• A•••• M••••••••• L••Registered adviserregistration: current employment
Nov 13, 2025 to presentfactForm ADV
→ M•••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Apr 2, 2024 to presentfactForm ADV
→ S••••• B•••• I••••••••• A•••••••• L••Registered adviserregistration: previous registration
Jun 29, 2015 to Mar 27, 2024factForm ADV

Dated events

Occurred
Mar 27, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:24e72fc9-c953-2316-ed0e-33278b149982
First observed: Jun 29, 2015
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.