DFX Intelligence

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

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RIA / WealthAdvisor13 years in industry

H• C•••• G••••• J•

Advisor at E•••• F•••••••• G••••• L••

KING OF PRUSSIA, PA | CHARLESTON, SC

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Search this name across graphsid dfx:ria:34388312-62b1-17ec-5e8c-b0cf5a3aab66

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:30 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Nov 30, 2012 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: E•••• F•••••••• G••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 29, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom 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
E•••• F•••••••• G••••• L••	Independent wealth	Jan 6, 2026	n/a	yes	CHARLESTON, SC\|KING OF PRUSSIA, PA	Current employment
A••••••• I••••••••• P•••••••	Independent wealth	Mar 18, 2016	Dec 5, 2025	no	Baton Rouge, LA\|NEWTOWN SQUARE, PA\|Charleston, SC\|Charleston, SC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••• I••••••••• P•••••••	E•••• F•••••••• G••••• L••	Dec 5, 2025	Jan 6, 2026	32	Firm change	RIA to RIA
T••••••••• I••••••••• L••	A••••••• I••••••••• P•••••••	Feb 29, 2016	Mar 18, 2016

Relationships

Registered with (4)

→ E•••• F•••••••• G••••• L••Registered adviserregistration: current employment
Jan 6, 2026 to presentfactForm ADV
→ A••••••• I••••••••• P•••••••Registered adviserregistration: previous registration
Mar 18, 2016 to Dec 5, 2025factForm ADV
→ T••••••••• I••••••••• L••Registered adviserregistration: previous registration
Jan 10, 2014 to Feb 29, 2016factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

Occurred
Dec 5, 2025
Advisor changed firm
H• C•••• G••••• J• left A••••••• I••••••••• P••••••• for E•••• F•••••••• G••••• L•• (registered 2026-01-06)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:34388312-62b1-17ec-5e8c-b0cf5a3aab66
First observed: Nov 30, 2012
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.