DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analyst32 years in industry

R••••• M•••••••• H•••• J••

Advisor at H••• C•••••• P•••••••• L•••

FORT WORTH, TX

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Search this name across graphsid dfx:ria:3f3908a9-3b15-9616-611b-0a2549da86d7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: May 7, 2002 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: H••• C•••••• P•••••••• L•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 19, 1993earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 21derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H••• C•••••• P•••••••• L•••	Independent wealth	Jan 13, 2005	n/a	yes	FORT WORTH, TX	Current employment
H••• C•••••• P•••••••• L•••	Independent wealth	May 7, 2002	Dec 19, 2001	no	FORT WORTH, TX	Previous registration

Relationships

Registered with (1)

→ H••• C•••••• P•••••••• L•••Registered adviserregistration: previous registration
May 7, 2002 to Dec 19, 2001factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3f3908a9-3b15-9616-611b-0a2549da86d7
First observed: May 7, 2002
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.