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

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RIA / WealthAdvisorChartered Financial Analyst23 years in industry

J•••• K•• H•

Advisor at W••• B••••• C•••••• L••

HINGHAM, MA | AMHERST, MA

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Search this name across graphsid dfx:ria:36411f09-6e47-eddc-5891-2c0e73020446

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Apr 17, 2003 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••• B••••• C•••••• L••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 17, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 17derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
W••• B••••• C•••••• L••	Independent wealth	May 27, 2009	n/a	yes	AMHERST, MA\|HINGHAM, MA	Current employment
L••••• F•••••••• S•••••••• I•••	n/a	Apr 17, 2003	Nov 10, 2009	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
L••••• F•••••••• S•••••••• I•••	W••• B••••• C•••••• L••	Nov 10, 2009	May 27, 2009	-167	Firm change after gap	Other

Relationships

Registered with (2)

→ W••• B••••• C•••••• L••Registered adviserregistration: current employment
May 27, 2009 to presentfactForm ADV
→ L••••• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Apr 17, 2003 to Nov 10, 2009factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:36411f09-6e47-eddc-5891-2c0e73020446
First observed: Apr 17, 2003
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.