DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)12 years in industry

J••••• M• H•••••••

Advisor at L•• F•••••••• L••

••• Locked

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:273cdbc9-4d68-35b0-2c60-a1af2764eeb6

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jun 27, 2016 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: L•• F•••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Feb 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•• F•••••••• L••	Bd affiliated wealth	Jun 3, 2026	n/a	yes	AUBURN, AL\|MONTGOMERY, AL\|PRATTVILLE, AL	Current employment
S••••• A••••••• I•••	Bd affiliated wealth	Aug 31, 2018	Jun 2, 2026	no	Prattville, AL\|BIRMINGHAM, AL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••• A••••••• I•••	L•• F•••••••• L••	Jun 2, 2026	Jun 3, 2026	1	Firm change	Ibd to ibd
L•• F•••••••• L••	S••••• A••••••• I•••	Sep 21, 2018	Aug 31, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
174182:6413:AL:2026-06-02	Jun 2, 2026	Jun 3, 2026	BIRMINGHAM, AL	Firm change
6413:174182:AL:2018-09-21	Sep 21, 2018	Aug 31, 2018	MONTGOMERY, AL	Firm change

Relationships

Registered with (2)

→ L•• F•••••••• L••Registered adviserregistration: previous registration
Jun 27, 2016 to Sep 21, 2018factForm ADV
→ S••••• A••••••• I•••Registered adviserregistration: previous registration
Aug 31, 2018 to Jun 2, 2026factForm ADV

Dated events

Occurred
Jun 2, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:273cdbc9-4d68-35b0-2c60-a1af2764eeb6
First observed: Jun 27, 2016
Last observed: Sep 15, 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.