DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

R••••• J••• H•••

Advisor at R•••••• J•••• F•••••••• S••••••• A•••••••• I••

Daytona Beach, FL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Jul 28, 2022 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: R•••••• J•••• F•••••••• S••••••• A•••••••• I••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	Apr 8, 2026	n/a	yes	Daytona Beach, FL	Current employment
T••••• A••••••• S•••••••• I•••	Bd affiliated wealth	Dec 19, 2023	Feb 23, 2026	no	DELRAY BEACH, FL\|BOCA RATON, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••••• A••••••• S•••••••• I•••	R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Feb 23, 2026	Apr 8, 2026	44	Firm change	Ibd to ibd
J••• M••••• S••••••••• L••	T••••• A••••••• S•••••••• I•••	Dec 2, 2023	Dec 19, 2023

Team moves

••• Locked

Team	Left	Joined	From	Kind
283390:149018:FL:2026-02-23	Feb 23, 2026	Apr 8, 2026	BOCA RATON, FL	Firm change
7691:79:FL:2023-04-10	Apr 18, 2023	Jun 6, 2023	JACKSONVILLE, FL	Firm change

Relationships

Registered with (4)

→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: current employment
Apr 8, 2026 to presentfactForm ADV
→ T••••• A••••••• S•••••••• I•••Registered adviserregistration: previous registration
Dec 19, 2023 to Feb 23, 2026factForm ADV
→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
Jun 6, 2023 to Dec 2, 2023factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

Occurred
Feb 23, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Dec 2, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Apr 18, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jul 28, 2022
Last observed: Sep 14, 2026 9 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.