DFX Intelligence

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

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RIA / WealthAdvisor24 years in industry

J••••• B•••••• H•••

Advisor at V•••••••• I••••••••• A•••••••• I•••

SPOKANE, WA

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Search this name across graphsid dfx:ria:482e76a8-589a-64b1-fea1-3763e320d999

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Aug 19, 2011 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: V•••••••• I••••••••• A•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 17, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••••••• I••••••••• A•••••••• I•••	Independent wealth	Oct 3, 2022	n/a	yes	SPOKANE, WA	Current employment
M• H••••••• S••••••••• I•••	Bd affiliated wealth	May 11, 2021	Sep 19, 2022	no	PORTLAND, OR	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M• H••••••• S••••••••• I•••	V•••••••• I••••••••• A•••••••• I•••	Sep 19, 2022	Oct 3, 2022	14	Firm change	Ibd to RIA
A••••• A•• P••••••• S•••••••	M• H••••••• S••••••••• I•••	Nov 13, 2020	May 11, 2021

Relationships

Registered with (4)

→ V•••••••• I••••••••• A•••••••• I•••Registered adviserregistration: current employment
Oct 3, 2022 to presentfactForm ADV
→ M• H••••••• S••••••••• I•••Registered adviserregistration: previous registration
May 11, 2021 to Sep 19, 2022factForm ADV
→ A••••• A•• P••••••• S•••••••Registered adviserregistration: previous registration
Apr 10, 2012 to Nov 13, 2020factForm ADV
→ C•••• I••••••••• S••••••• C••••

Dated events

Occurred
Sep 19, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:482e76a8-589a-64b1-fea1-3763e320d999
First observed: Aug 19, 2011
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.