J••• R••• H••••

Advisor at S••••• A••••••• W•••••• L••

DETROIT, MI | BATON ROUGE, LA

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:2c28d6c5-2ebf-d3b7-cad7-f79597e9ff3c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Oct 11, 2002 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: S••••• A••••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 2, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••••• A••••••• W•••••• L••	Independent wealth	Mar 20, 2023	n/a	yes	BATON ROUGE, LA\|DETROIT, MI	Current employment
F• S••• W••••• M••••••••• L••	n/a	Jan 29, 2024	Sep 24, 2024	no	DETROIT, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F• S••• W••••• M••••••••• L••	n/a	Sep 24, 2024	n/a	n/a	Departure no registered destination	Departure
C••••••••• C••••••• L••	S••••• A••••••• W•••••• L••	Jul 19, 2022	Mar 20, 2023	244

Relationships

Registered with (6)

→ S••••• A••••••• W•••••• L••Registered adviserregistration: current employment
Mar 20, 2023 to presentfactForm ADV
→ F• S••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Jan 29, 2024 to Sep 24, 2024factForm ADV
→ C••••••••• C••••••• L••Registered adviserregistration: previous registration
Feb 12, 2015 to Jul 19, 2022factForm ADV
→ G••••• F•••••••• P•••••• C••••••• I•••

Dated events

Occurred
Sep 24, 2024
Advisor departed, no destination yet
••• Locked
Form ADVobserved 8 days ago
Occurred
Jul 19, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2c28d6c5-2ebf-d3b7-cad7-f79597e9ff3c
First observed: Oct 11, 2002
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.