DFX Intelligence

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

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RIA / WealthAdvisor31 years in industry

J•••• P••••••• H•••••

Advisor at F•••••••• C•••••• M••••••••• L••

SEATTLE, WA

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Search this name across graphsid dfx:ria:506f020d-0274-117b-6931-c89b99db0a28

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 2
Observed: Mar 2, 2004 to Sep 14, 2026

Across DFX

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

Private Equityidentity

J•••• P• H•••••

Private equity principal · key crd individual, shared individual crd

Venture Capitalidentity

J•••• P••••••• H•••••

Venture principal · key crd individual, shared individual crd

Facts

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

Current firm: F•••••••• C•••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 19, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••••••• C•••••• M••••••••• L••	Independent wealth	Jul 19, 2023	n/a	yes	SEATTLE, WA	Current employment
T•••••••• C•••••• A•••••••• L••	Independent wealth	Jan 9, 2019	Apr 26, 2022	no	Short Hills, NJ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•••••••• C•••••• A•••••••• L••	F•••••••• C•••••• M••••••••• L••	Apr 26, 2022	Jul 19, 2023	449	Firm change after gap	RIA to RIA
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	T•••••••• C•••••• A•••••••• L••	Jul 10, 2018

Relationships

Registered with (3)

→ F•••••••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Jul 19, 2023 to presentfactForm ADV
→ T•••••••• C•••••• A•••••••• L••Registered adviserregistration: previous registration
Jan 9, 2019 to Apr 26, 2022factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Mar 2, 2004 to Jul 10, 2018factForm ADV

Dated events

Occurred
Apr 26, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:506f020d-0274-117b-6931-c89b99db0a28
First observed: Mar 2, 2004
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.