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

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RIA / WealthAdvisor31 years in industry

J•• C••••••••• H•••••••••

Advisor at B•••••••• I••

BOISE,, ID

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Search this name across graphsid dfx:ria:2d626f9d-0fc6-daed-89a5-a49097a4c898

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jul 18, 2003 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: B•••••••• I••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 7, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 21derivedfrom the current registration's begin date
Prior firms

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
B•••••••• I••	Independent wealth	Dec 16, 2004	n/a	yes	BOISE,, ID	Current employment
T• A••••••••• I•••	Former SEC adviser	Jul 18, 2003	Nov 10, 2004	no	BOISE, ID

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
T• A••••••••• I•••	B•••••••• I••	Nov 10, 2004	Dec 16, 2004	36	Firm change	Other

Relationships

Registered with (2)

→ B•••••••• I••Registered adviserregistration: current employment
Dec 16, 2004 to presentfactForm ADV
→ T• A••••••••• I•••Registered adviserregistration: previous registration
Jul 18, 2003 to Nov 10, 2004factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2d626f9d-0fc6-daed-89a5-a49097a4c898
First observed: Jul 18, 2003
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.