DFX Intelligence

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

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RIA / WealthAdvisor12 years in industry

C••••••••• J•• H•••

Advisor at C•••• H••• W••••• M••••••••• L••

PHOENIX, AZ

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Search this name across graphsid dfx:ria:2663371c-6425-6694-e45a-4f742458926c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Aug 25, 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: C•••• H••• W••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 22, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••• H••• W••••• M••••••••• L••	State registered	Mar 26, 2020	n/a	yes	PHOENIX, AZ	Current employment
R•• S••••••••• I•••	Bd affiliated wealth	Jun 6, 2019	Jan 10, 2020	no	BURLINGAME, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•• S••••••••• I•••	C•••• H••• W••••• M••••••••• L••	Jan 10, 2020	Mar 26, 2020	76	Firm change	RIA to state RIA
C••••••• S•••••••••	R•• S••••••••• I•••	Jun 6, 2019	Jun 6, 2019

Relationships

Registered with (5)

→ C•••• H••• W••••• M••••••••• L••Registered adviserregistration: current employment
Mar 26, 2020 to presentfactForm ADV
→ R•• S••••••••• I•••Registered adviserregistration: previous registration
Jun 6, 2019 to Jan 10, 2020factForm ADV
→ C••••••• S•••••••••Registered adviserregistration: previous registration
Aug 11, 2017 to Jun 6, 2019factForm ADV
→ L•• F•••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2663371c-6425-6694-e45a-4f742458926c
First observed: Aug 25, 2014
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.