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

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RIA / WealthAdvisorChartered Financial Analyst45 years in industry

J••• H••••• D••••••••

Advisor at H•••••••• F•••••••• S•••••••• I•••

RADNOR, PA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 1
Observed: Feb 19, 1991 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

J••• H••••• D••••••••

Private equity principal · Key CRD individual

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: H•••••••• F•••••••• S•••••••• I•••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Mar 9, 1981earliest registration or exam on IAPD
Years in industry: 45derivedfrom the industry start date
Years at current firm: 18derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H•••••••• F•••••••• S•••••••• I•••	Asset manager	Sep 18, 2008	n/a	yes	RADNOR, PA	Current employment
1••• I••••••••• A•••••••••	n/a	Jul 5, 2004	Jan 19, 2005	no	KING OF PRUSSIA, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
1••• I••••••••• A•••••••••	H•••••••• F•••••••• S•••••••• I•••	Jan 19, 2005	Sep 18, 2008	1,338	Firm change after gap	Other
K•• M•••••••••	1••• I••••••••• A•••••••••	Jul 12, 2004	Jul 5, 2004

Relationships

Registered with (3)

→ H•••••••• F•••••••• S•••••••• I•••Registered adviserregistration: current employment
Sep 18, 2008 to presentfactForm ADV
→ 1••• I••••••••• A•••••••••Registered adviserregistration: previous registration
Jul 5, 2004 to Jan 19, 2005factForm ADV
→ K•• M•••••••••Registered adviserregistration: previous registration
Feb 19, 1991 to Jul 12, 2004factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Feb 19, 1991
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.