DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

B•••• J••••• H•••••••

Advisor at P• N••• F•••••••• S••••••• L••

NEWTOWN, PA

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Search this name across graphsid dfx:ria:34a496ca-546a-0315-5263-ca72ad582351

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Sep 16, 2019 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: P• N••• F•••••••• S••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom 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
P• N••• F•••••••• S••••••• L••	Independent wealth	Feb 11, 2026	n/a	yes	NEWTOWN, PA	Current employment
P•••••••• P•••••• W•••••• L••	Independent wealth	Oct 24, 2023	Jan 7, 2026	no	RADNOR, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•••••••• P•••••• W•••••• L••	P• N••• F•••••••• S••••••• L••	Jan 7, 2026	Feb 11, 2026	35	Firm change	RIA to RIA
L••••• A•••••••• L••	P•••••••• P•••••• W•••••• L••	Dec 20, 2023	Oct 24, 2023

Relationships

Registered with (4)

→ P• N••• F•••••••• S••••••• L••Registered adviserregistration: current employment
Feb 11, 2026 to presentfactForm ADV
→ P•••••••• P•••••• W•••••• L••Registered adviserregistration: previous registration
Oct 24, 2023 to Jan 7, 2026factForm ADV
→ L••••• A•••••••• L••Registered adviserregistration: previous registration
Apr 11, 2023 to Dec 20, 2023factForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••

Dated events

Occurred
Jan 7, 2026
Advisor changed firm
B•••• J••••• H••••••• left P•••••••• P•••••• W•••••• L•• for P• N••• F•••••••• S••••••• L•• (registered 2026-02-11)
Form ADVobserved 7 days ago
Occurred
Dec 20, 2023
Advisor changed firm
B•••• J••••• H••••••• left L••••• A•••••••• L•• for P•••••••• P•••••• W•••••• L•• (registered 2023-10-24)
Form ADVobserved 7 days ago
Occurred
Jan 25, 2023
Advisor changed firm
B•••• J••••• H••••••• left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for L••••• A•••••••• L•• (registered 2023-04-11)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:34a496ca-546a-0315-5263-ca72ad582351
First observed: Sep 16, 2019
Last observed: Sep 14, 2026 8 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.