J••• A• H••••

Advisor at C••••••••• C••••••••• A••••••• S••••••••

CLEVELAND, OH | Morristown, NJ

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:42193600-e317-ec10-1050-955d8e9939b0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jan 26, 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: C••••••••• C••••••••• A••••••• S••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••••• C••••••••• A••••••• S••••••••	Independent wealth	Jun 12, 2025	n/a	yes	CLEVELAND, OH\|Morristown, NJ	Current employment
E•••••••• P••	Independent wealth	Jan 15, 2020	Aug 26, 2024	no	berwyn, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••••• P••	C••••••••• C••••••••• A••••••• S••••••••	Aug 26, 2024	Jun 12, 2025	290	Firm change	RIA to RIA
B•••••• C•••••• I••	E•••••••• P••	Jan 19, 2018	Jan 15, 2020

Relationships

Registered with (3)

→ C••••••••• C••••••••• A••••••• S••••••••Registered adviserregistration: current employment
Jun 12, 2025 to presentfactForm ADV
→ E•••••••• P••Registered adviserregistration: previous registration
Jan 15, 2020 to Aug 26, 2024factForm ADV
→ B•••••• C•••••• I••Registered adviserregistration: previous registration
Jan 26, 2006 to Jan 19, 2018factForm ADV

Dated events

Occurred
Aug 26, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:42193600-e317-ec10-1050-955d8e9939b0
First observed: Jan 26, 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.