DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)21 years in industry

J••• L•• H•••••••

Advisor at W•••• F•••• A•••••••

MANCHESTER, MI | ANN ARBOR, MI

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Search this name across graphsid dfx:ria:326f21dc-f995-eff4-dcf4-0547561eefd5

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jul 1, 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: W•••• F•••• A•••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Sep 12, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••• F•••• A•••••••	Wirehouse	Jul 29, 2011	n/a	yes	ANN ARBOR, MI\|MANCHESTER, MI	Current employment
B••••• A•••• M••••••••• L••	Former SEC adviser	Jul 1, 2011	Sep 18, 2012	no	SOUTHFIELD, MI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••• A•••• M••••••••• L••	W•••• F•••• A•••••••	Sep 18, 2012	Jul 29, 2011	-417	Firm change after gap	Other

Relationships

Registered with (2)

→ W•••• F•••• A•••••••Registered adviserregistration: current employment
Jul 29, 2011 to presentfactForm ADV
→ B••••• A•••• M••••••••• L••Registered adviserregistration: previous registration
Jul 1, 2011 to Sep 18, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:326f21dc-f995-eff4-dcf4-0547561eefd5
First observed: Jul 1, 2011
Last observed: Sep 15, 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.