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

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RIA / WealthAdvisor14 years in industry

A••••• J•••••• H•••••••• S••••••

Advisor at C••••••

Indianapolis, IN

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Search this name across graphsid dfx:ria:49936e60-bf21-acd5-d7ae-86931f7e94b5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Jan 20, 2023 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••••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••	Independent wealth	Jun 23, 2026	n/a	yes	Indianapolis, IN	Current employment
V•••••• C•••••• M••••••••• L•	Former SEC adviser	Dec 19, 2024	Jun 17, 2026	no	FISHERS, IN\|CHICAGO, IL

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
V•••••• C•••••• M••••••••• L•	C••••••	Jun 17, 2026	Jun 23, 2026	6	Firm change	RIA to RIA
B••••••• R•••• A•••••••• I•••	V•••••• C•••••• M••••••••• L•	Dec 16, 2024

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
160150:319448:IL:2026-06-17	Jun 17, 2026	Jun 23, 2026	CHICAGO, IL	Firm change
120742:160150:IN:2024-12-16	Dec 16, 2024	Dec 19, 2024	FISHERS, IN	Firm change

Relationships

Registered with (3)

→ C••••••Registered adviserregistration: current employment
Jun 23, 2026 to presentfactForm ADV
→ V•••••• C•••••• M••••••••• L•Registered adviserregistration: previous registration
Dec 19, 2024 to Jun 17, 2026factForm ADV
→ B••••••• R•••• A•••••••• I•••Registered adviserregistration: previous registration
Jan 20, 2023 to Dec 16, 2024factForm ADV

Dated events

Occurred
Jun 17, 2026
Advisor changed firm
A••••• J•••••• H•••••••• S•••••• left V•••••• C•••••• M••••••••• L• for Corient (registered 2026-06-23)
Form ADVobserved 7 days ago
Occurred
Dec 16, 2024
Advisor changed firm
A••••• J•••••• H•••••••• S•••••• left B••••••• R•••• A•••••••• I••• for V•••••• C•••••• M••••••••• L• (registered 2024-12-19)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:49936e60-bf21-acd5-d7ae-86931f7e94b5
First observed: Jan 20, 2023
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.