DFX Intelligence

A••••• J• R•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor11 years in industry

A••••• J• R•••••

Advisor at H••••• • C••• L••

WEST CONSHOHOCKEN, PA | Denver, CO

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Search this name across graphsid dfx:ria:2cf4068c-2bfd-b5ff-a1ac-f90510f68e85

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Aug 17, 2015 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: H••••• • C••• L••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Nov 1, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H••••• • C••• L••	Other adviser	Aug 27, 2020	n/a	yes	WEST CONSHOHOCKEN, PA\|Denver, CO	Current employment
C••••••• A•••• M••••••••• L••	Former SEC adviser	Mar 9, 2017	Sep 22, 2020	no	BOULDER, CO	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••• A•••• M••••••••• L••	H••••• • C••• L••	Sep 22, 2020	Aug 27, 2020	-26	Firm change	Other

Relationships

Registered with (2)

→ H••••• • C••• L••Registered adviserregistration: current employment
Aug 27, 2020 to presentfactForm ADV
→ C••••••• A•••• M••••••••• L••Registered adviserregistration: previous registration
Mar 9, 2017 to Sep 22, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2cf4068c-2bfd-b5ff-a1ac-f90510f68e85
First observed: Aug 17, 2015
Last observed: Sep 15, 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.