DFX Intelligence

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

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RIA / WealthAdvisor23 years in industry

J•••• W••••• H••••••••

Advisor at B•••••••• I••••••••• G••••

Monument, CO | PHOENIX, AZ

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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: 4
Dated events: 1
On other graphs: 0
Observed: Apr 7, 2011 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: B•••••••• I••••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 14, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••••• I••••••••• G••••	Independent wealth	Mar 25, 2026	n/a	yes	PHOENIX, AZ\|Monument, CO	Current employment
R•••••• P•••••• W•••••	Former SEC adviser	Feb 7, 2024	Mar 28, 2025	no	PHOENIX, AZ\|WHITE BEAR LAKE, MN\|MONUMENT, CO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• P•••••• W•••••	B•••••••• I••••••••• G••••	Mar 28, 2025	Mar 25, 2026	362	Bulk transfer	RIA to RIA
O•••• W•••••• I•••	R•••••• P•••••• W•••••	Feb 11, 2024	Feb 7, 2024

Relationships

Registered with (4)

→ B•••••••• I••••••••• G••••Registered adviserregistration: current employment
Mar 25, 2026 to presentfactForm ADV
→ R•••••• P•••••• W•••••Registered adviserregistration: previous registration
Feb 7, 2024 to Mar 28, 2025factForm ADV
→ O•••• W•••••• I•••Registered adviserregistration: previous registration
Sep 1, 2023 to Feb 11, 2024factForm ADV
→ S•••••••• F••••••••• I•••

Dated events

Order

Occurred
11 Feb 2024
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Apr 7, 2011
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.