DFX Intelligence

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

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RIA / WealthAdvisor17 years in industry

J•••• H••••• L••••••••

Advisor at E••••••••

MIDVALE, UT | Tacoma, WA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 3:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Feb 9, 2010 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: E••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 11, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E• P•••••••••	Independent wealth	Oct 13, 2023	n/a	yes	MIDVALE, UT\|Tacoma, WA	Current employment
E••••••••	Independent wealth	Dec 7, 2017	n/a	yes	Tacoma, WA\|MIDVALE, UT	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••• I••••••••• L••	E••••••••	Dec 5, 2017	Dec 7, 2017	2	Firm change	Other

Relationships

Registered with (3)

→ E• P•••••••••Registered adviserregistration: current employment
Oct 13, 2023 to presentfactForm ADV
→ E••••••••Registered adviserregistration: current employment
Dec 7, 2017 to presentfactForm ADV
→ C••••••• I••••••••• L••Registered adviserregistration: previous registration
Feb 9, 2010 to Dec 5, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Feb 9, 2010
Last observed: Sep 14, 2026 10 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.