DFX Intelligence

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

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RIA / WealthAdvisor11 years in industry

J•••••• D•••••• H••••••

Advisor at P•••••••• W••••• A•••••••• L••

THE WOODLANDS, TX

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Search this name across graphsid dfx:ria:48cfc3d6-a1fb-90bd-e79b-531deec9a4c2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jul 1, 2016 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••••• A•••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Oct 22, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•••••••• W••••• A•••••••• L••	State registered	Aug 26, 2025	n/a	yes	THE WOODLANDS, TX	Current employment
S•••••••• A••••••• L••	National bd RIA	Mar 31, 2025	Aug 14, 2025	no	MAGNOLIA, TX\|THE WOODLANDS, TX\|BOSTON, MA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••••• A••••••• L••	P•••••••• W••••• A•••••••• L••	Aug 14, 2025	Aug 26, 2025	12	Firm change	Ibd to state RIA
F••••••• P••••••• A•• W•••••••• A•••••••	S•••••••• A••••••• L••	Mar 31, 2025	Mar 31, 2025

Team moves

••• Locked

Team	Left	Joined	From	Kind
149777:288590:TX:2020-07-16	Jul 16, 2020	Aug 10, 2021	THE WOODLANDS, TX	Firm change

Relationships

Registered with (6)

→ P•••••••• W••••• A•••••••• L••Registered adviserregistration: current employment
Aug 26, 2025 to presentfactForm ADV
→ S•••••••• A••••••• L••Registered adviserregistration: previous registration
Mar 31, 2025 to Aug 14, 2025factForm ADV
→ F••••••• P••••••• A•• W•••••••• A•••••••Registered adviserregistration: previous registration
Aug 10, 2021 to Mar 31, 2025factForm ADV
→ M••••• S••••••

Dated events

Occurred
Aug 14, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:48cfc3d6-a1fb-90bd-e79b-531deec9a4c2
First observed: Jul 1, 2016
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.