DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)37 years in industry

P•••••• J••• H••••

Advisor at A••••• G••••••• I•••

NEWTOWN, PA

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Search this name across graphsid dfx:ria:403c97c8-6c30-a2a8-a076-0cd7c3e12647

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Apr 27, 2006 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: A••••• G••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 13, 1989earliest registration or exam on IAPD
Years in industry: 37derivedfrom the industry start date
Years at current firm: 19derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••• G••••••• I•••	Independent wealth	Apr 30, 2007	n/a	yes	NEWTOWN, PA	Current employment
S••• B••• • C••••••	n/a	Apr 27, 2006	Mar 1, 2007	no	PRINCETON, NJ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••• B••• • C••••••	A••••• G••••••• I•••	Mar 1, 2007	Apr 30, 2007	60	Firm change	Other

Relationships

Registered with (2)

→ A••••• G••••••• I•••Registered adviserregistration: current employment
Apr 30, 2007 to presentfactForm ADV
→ S••• B••• • C••••••Registered adviserregistration: previous registration
Apr 27, 2006 to Mar 1, 2007factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:403c97c8-6c30-a2a8-a076-0cd7c3e12647
First observed: Apr 27, 2006
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.