DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)29 years in industry

J•••• H••••••• G•••••

Advisor at G••••• C•••••• M••••••••• L••

COLUMBUS, OH

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Search this name across graphsid dfx:ria:2d0d5d52-6a87-4b3b-be20-5fddd0de580d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jun 5, 2001 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: G••••• C•••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 5, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G••••• C•••••• M••••••••• L••	Independent wealth	Jan 31, 2021	n/a	yes	COLUMBUS, OH	Current employment
G• C•••••• M••••••••• L••	Independent wealth	Jun 6, 2017	Mar 31, 2021	no	COLUMBUS, OH	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G• C•••••• M••••••••• L••	G••••• C•••••• M••••••••• L••	Mar 31, 2021	Jan 31, 2021	-59	Firm change after gap	RIA to RIA
W•••• F•••• A•••••••	G• C•••••• M••••••••• L••	Jun 13, 2017	Jun 6, 2017

Relationships

Registered with (6)

→ G••••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Jan 31, 2021 to presentfactForm ADV
→ G• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Jun 6, 2017 to Mar 31, 2021factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Feb 10, 2009 to Jun 13, 2017factForm ADV
→ S•••••••• F••••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2d0d5d52-6a87-4b3b-be20-5fddd0de580d
First observed: Jun 5, 2001
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.