DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)21 years in industry

J•••••• R••••• H••••

Advisor at P••••••• W••••• G••••• L••

PROVO, UT | Meridian, ID

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Search this name across graphsid dfx:ria:3e4408f1-83cb-1669-d70a-f738ea652f74

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Dec 8, 2015 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••••••• W••••• G••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••••••• W••••• G••••• L••	Independent wealth	May 12, 2023	n/a	yes	PROVO, UT\|Meridian, ID	Current employment
T••••••••• C••••••• L••	Asset manager	Mar 26, 2018	Jun 14, 2023	no	MERIDIAN, ID\|LEHI, UT	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••••••••• C••••••• L••	P••••••• W••••• G••••• L••	Jun 14, 2023	May 12, 2023	-33	Bulk transfer	RIA to new firm
A•••••• I••••••••• A•••••••• L••	T••••••••• C••••••• L••	Apr 25, 2018	Mar 26, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
157314:288576:ID:2018-04-25	Apr 25, 2018	Mar 26, 2018	IDAHO FALLS, ID	Firm change

Relationships

Registered with (3)

→ P••••••• W••••• G••••• L••Registered adviserregistration: current employment
May 12, 2023 to presentfactForm ADV
→ T••••••••• C••••••• L••Registered adviserregistration: previous registration
Mar 26, 2018 to Jun 14, 2023factForm ADV
→ A•••••• I••••••••• A•••••••• L••Registered adviserregistration: previous registration
Dec 8, 2015 to Apr 25, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3e4408f1-83cb-1669-d70a-f738ea652f74
First observed: Dec 8, 2015
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.