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

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RIA / WealthAdvisorCertified Financial Planner25 years in industry

K••• J••• H•••

Advisor at I•• A••••••• S•••••••• I•••

DENVER, CO | Denver, CO

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Search this name across graphsid dfx:ria:3116bc06-8f47-314a-aab9-b5f4b9d71bcc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Oct 14, 2005 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: I•• A••••••• S•••••••• I•••
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 5, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 0derivedfrom 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
I•• A••••••• S•••••••• I•••	Mixed wealth	May 1, 2026	n/a	yes	Denver, CO\|DENVER, CO	Current employment
C••••••••• F•••••••• S•••••••• I•••	Former SEC adviser	Mar 15, 2011	May 1, 2026	no

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
C••••••••• F•••••••• S•••••••• I•••	I•• A••••••• S•••••••• I•••	May 1, 2026	May 1, 2026	0	Firm change	RIA to RIA
C•••••• S••••• • C••• I•••	C••••••••• F•••••••• S•••••••• I•••	Mar 31, 2011

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
147881:112091:CO:2026-05-01	May 1, 2026	May 1, 2026	DENVER, CO	Firm change

Relationships

Registered with (3)

→ I•• A••••••• S•••••••• I•••Registered adviserregistration: current employment
May 1, 2026 to presentfactForm ADV
→ C••••••••• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Mar 15, 2011 to May 1, 2026factForm ADV
→ C•••••• S••••• • C••• I•••Registered adviserregistration: previous registration
Oct 14, 2005 to Mar 31, 2011factForm ADV

Dated events

Occurred
May 1, 2026
Advisor changed firm
K••• J••• H••• left C••••••••• F•••••••• S•••••••• I••• for I•• A••••••• S•••••••• I••• (registered 2026-05-01)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3116bc06-8f47-314a-aab9-b5f4b9d71bcc
First observed: Oct 14, 2005
Last observed: Sep 14, 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.