DFX Intelligence

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

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RIA / WealthAdvisor25 years in industry

J•• R••••• H•••••

Advisor at O•••••••••

••• Locked

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Search this name across graphsid dfx:ria:2f11f14b-3b3f-2f34-623c-fc44a622c1cf

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 25, 2011 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: O•••••••••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Nov 10, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•••••••••	Institutional manager	Aug 29, 2024	n/a	yes	Atlanta, GA\|OVERLAND PARK, KS\|Greensboro, GA	Current employment
M••••• O• O•••• I••••••• S•••••••• I•••	Independent wealth	Nov 15, 2021	Jul 24, 2024	no	GREENSBORO, GA\|O••••, NE

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• O• O•••• I••••••• S•••••••• I•••	O•••••••••	Jul 24, 2024	Aug 29, 2024	36	Firm change	Other
N••••••••• I••••••••• A•••••••• L••	M••••• O• O•••• I••••••• S•••••••• I•••	Nov 4, 2021	Nov 15, 2021

Relationships

Registered with (4)

→ O•••••••••Registered adviserregistration: current employment
Aug 29, 2024 to presentfactForm ADV
→ M••••• O• O•••• I••••••• S•••••••• I•••Registered adviserregistration: previous registration
Nov 15, 2021 to Jul 24, 2024factForm ADV
→ N••••••••• I••••••••• A•••••••• L••Registered adviserregistration: previous registration
Jun 28, 2019 to Nov 4, 2021factForm ADV
→ S•••••• M•••• M••••••••• L••

Dated events

Occurred
Jul 24, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2f11f14b-3b3f-2f34-623c-fc44a622c1cf
First observed: Mar 25, 2011
Last observed: Sep 15, 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.