J•• H• L•••

Advisor at M••••••• W••••• P•••••• C••••• G••••• L••

PORTSMOUTH, NH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:32bf7bf3-dec6-bd2c-62f0-eda4dfbbc31c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 1, 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: M••••••• W••••• P•••••• C••••• G••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 23, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••• W••••• P•••••• C••••• G••••• L••	Independent wealth	Jan 10, 2017	n/a	yes	PORTSMOUTH, NH	Current employment
S• A•••••••• L••	Independent wealth	Dec 6, 2016	Dec 12, 2018	no	Portsmouth, NH\|ATLANTA, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S• A•••••••• L••	M••••••• W••••• P•••••• C••••• G••••• L••	Dec 12, 2018	Jan 10, 2017	-701	Firm change after gap	Other
H• B•••• I•••	S• A•••••••• L••	Dec 23, 2016	Dec 6, 2016

Relationships

Registered with (4)

→ M••••••• W••••• P•••••• C••••• G••••• L••Registered adviserregistration: current employment
Jan 10, 2017 to presentfactForm ADV
→ S• A•••••••• L••Registered adviserregistration: previous registration
Dec 6, 2016 to Dec 12, 2018factForm ADV
→ H• B•••• I•••Registered adviserregistration: previous registration
Mar 11, 2011 to Dec 23, 2016factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:32bf7bf3-dec6-bd2c-62f0-eda4dfbbc31c
First observed: Jan 1, 2005
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.