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

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RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)26 years in industry

M•••••• J•••• H••••••••

Advisor at U•• A•••••••

GLASTONBURY, CT | Bloomington, MN

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Search this name across graphsid dfx:ria:2b958be6-328c-8681-151f-e4ab56d4cf41

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 31, 2008 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: U•• A•••••••
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 11, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 2

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
U•• S••••••••• I•••	No RAUM reported	May 25, 2021	n/a	yes	GLASTONBURY, CT\|Bloomington, MN	Current employment
U•• A•••••••	Institutional manager	Sep 18, 2020	n/a	yes	GLASTONBURY, CT\|Bloomington, MN

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	U•• A•••••••	Sep 10, 2020	Sep 18, 2020	8	Firm change	Other
A•• F•••••••• S•••••••	L•• F•••••••• L••	Mar 17, 2014

Relationships

Registered with (4)

→ U•• S••••••••• I•••Registered adviserregistration: current employment
May 25, 2021 to presentfactForm ADV
→ U•• A•••••••Registered adviserregistration: current employment
Sep 18, 2020 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Dec 20, 2013 to Sep 10, 2020factForm ADV
→ A•• F•••••••• S•••••••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2b958be6-328c-8681-151f-e4ab56d4cf41
First observed: Mar 31, 2008
Last observed: Sep 14, 2026 7 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.