DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)37 years in industry

J•••• A••••• H••••

Advisor at P••••••••• I••••••••• A••••••• S••••••• O• T••••• L••

Houston, TX | HOUSTON, TX

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Search this name across graphsid dfx:ria:537e240a-3947-6702-434c-066652c7f421

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Jul 18, 2006 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••••••••• I••••••••• A••••••• S••••••• O• T••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Feb 9, 1989earliest registration or exam on IAPD
Years in industry: 37derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•• F•••••••• C•••	State registered	Jan 8, 2019	n/a	yes	Houston, TX	Current employment
P••••••••• I••••••••• A••••••• S••••••• O• T••••• L••	State registered	Oct 2, 2015	n/a	yes	HOUSTON, TX	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•• F•••••••• C•••	P••••••••• I••••••••• A••••••• S••••••• O• T••••• L••	Dec 31, 2018	Oct 2, 2015	-1,186	Firm change after gap	Other
E•• I••••••••• A•••••• C•••••••••	M•• F•••••••• C•••	Nov 11, 2013	Jan 13, 2014

Relationships

Registered with (7)

→ M•• F•••••••• C•••Registered adviserregistration: previous registration
Jan 13, 2014 to Dec 31, 2018factForm ADV
→ P••••••••• I••••••••• A••••••• S••••••• O• T••••• L••Registered adviserregistration: current employment
Oct 2, 2015 to presentfactForm ADV
→ E•• I••••••••• A•••••• C•••••••••Registered adviserregistration: previous registration
Jun 20, 2013 to Nov 11, 2013factForm ADV
→ C• W••••• M••••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:537e240a-3947-6702-434c-066652c7f421
First observed: Jul 18, 2006
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.