DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analyst10 years in industry

H•••• G•••• J•••••••

Advisor at R••••• C•••••• A•••••••

CONCORD, MA

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Search this name across graphsid dfx:ria:2ab83316-1658-5252-52b4-977ced4990b8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Nov 14, 2018 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: R••••• C•••••• A•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom 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
R••••• C•••••• A•••••••	State registered	Apr 30, 2026	n/a	yes	CONCORD, MA	Current employment
C•••••• C••••••• L••	Independent wealth	Jan 13, 2025	Apr 6, 2026	no	NEEDHAM, MA\|Westford, MA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• C••••••• L••	R••••• C•••••• A•••••••	Apr 6, 2026	Apr 30, 2026	24	Firm change	RIA to state RIA
R••••• C•••••• M••••••••• L••	C•••••• C••••••• L••	Feb 11, 2025	Jan 13, 2025

Team moves

••• Locked

Team	Left	Joined	From	Kind
165738:341631:MA:2026-04-06	Apr 6, 2026	Apr 30, 2026	WESTFORD, MA	Firm change
131339:165738:MA:2025-02-11	Feb 11, 2025	Jan 13, 2025	CONCORD, MA	Firm change

Relationships

Registered with (3)

→ R••••• C•••••• A•••••••Registered adviserregistration: current employment
Apr 30, 2026 to presentfactForm ADV
→ C•••••• C••••••• L••Registered adviserregistration: previous registration
Jan 13, 2025 to Apr 6, 2026factForm ADV
→ R••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Nov 14, 2018 to Feb 11, 2025factForm ADV

Dated events

Occurred
Apr 6, 2026
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Feb 11, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2ab83316-1658-5252-52b4-977ced4990b8
First observed: Nov 14, 2018
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.