J•••• L••• H•••

Advisor at S•••••• W••••• M••••••••• L••

SAN ANTONIO, TX

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:37b1c08e-f4bd-8269-11eb-d5001136920d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jun 24, 2016 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: S•••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S•••••• W••••• M••••••••• L••	Independent wealth	Apr 25, 2024	n/a	yes	SAN ANTONIO, TX	Current employment
S•••••• S•••••••••	Bd affiliated wealth	Jun 24, 2016	Apr 20, 2024	no	HOUSTON, TX\|HOUSTON, TX\|Kerrville, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••• S•••••••••	S•••••• W••••• M••••••••• L••	Apr 20, 2024	Apr 25, 2024	5	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ S•••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Apr 25, 2024 to presentfactForm ADV
→ S•••••• S•••••••••Registered adviserregistration: previous registration
Jun 24, 2016 to Apr 20, 2024factForm ADV

Dated events

Occurred
Apr 20, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:37b1c08e-f4bd-8269-11eb-d5001136920d
First observed: Jun 24, 2016
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.