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

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RIA / WealthAdvisordual registered (broker-dealer)42 years in industry

J••••• S••••• H•••••••••

Advisor at T•• S•••••••• F•••••••• A•••••••

ATLANTA, GA

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Search this name across graphsid dfx:ria:50d6ce83-1e7a-54b4-8cb8-083a0af819f1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Dec 31, 2000 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: T•• S•••••••• F•••••••• A•••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Feb 20, 1984earliest registration or exam on IAPD
Years in industry: 42derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• S•••••••• F•••••••• A•••••••	Bd affiliated wealth	Oct 29, 2025	n/a	yes	ATLANTA, GA	Current employment
S•••••••• B••••••••• L••	Independent wealth	Aug 11, 2017	Oct 29, 2025	no	WINTER PARK, FL\|GREENSBORO, NC\|Atlanta, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••••• B••••••••• L••	T•• S•••••••• F•••••••• A•••••••	Oct 29, 2025	Oct 29, 2025	0	Firm change	RIA to ibd
F•••• A••••• A••••••• S•••••••• I•••	S•••••••• B••••••••• L••	May 11, 2016	Aug 11, 2017

Relationships

Registered with (6)

→ T•• S•••••••• F•••••••• A•••••••Registered adviserregistration: current employment
Oct 29, 2025 to presentfactForm ADV
→ S•••••••• B••••••••• L••Registered adviserregistration: previous registration
Aug 11, 2017 to Oct 29, 2025factForm ADV
→ F•••• A••••• A••••••• S•••••••• I•••Registered adviserregistration: previous registration
Jul 2, 2012 to May 11, 2016factForm ADV
→ F•••• A••••• S••••••••• I•••

Dated events

Occurred
Oct 29, 2025
Advisor changed firm
J••••• S••••• H••••••••• left S•••••••• B••••••••• L•• for T•• S•••••••• F•••••••• A••••••• (registered 2025-10-29)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:50d6ce83-1e7a-54b4-8cb8-083a0af819f1
First observed: Dec 31, 2000
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.