DFX Intelligence

J•••••• C•• M••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner15 years in industry

J•••••• C•• M••••••••

Advisor at H•••••• P•••••••

AUSTIN, TX

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Search this name across graphsid dfx:ria:54014050-b617-9008-2d8e-3eb69c1301cc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Aug 3, 2021 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: H•••••• P•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H•••••• P•••••••	State registered	Jan 30, 2025	n/a	yes	AUSTIN, TX	Current employment
O••••• L••	Independent wealth	Aug 17, 2023	Dec 2, 2024	no	DRIPPING SPRINGS, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O••••• L••	H•••••• P•••••••	Dec 2, 2024	Jan 30, 2025	59	Firm change	RIA to state RIA
H•• I••••••••• P•••••••• L••	O••••• L••	Aug 10, 2023	Aug 17, 2023

Relationships

Registered with (3)

→ H•••••• P•••••••Registered adviserregistration: current employment
Jan 30, 2025 to presentfactForm ADV
→ O••••• L••Registered adviserregistration: previous registration
Aug 17, 2023 to Dec 2, 2024factForm ADV
→ H•• I••••••••• P•••••••• L••Registered adviserregistration: previous registration
Jan 4, 2022 to Aug 10, 2023factForm ADV

Dated events

Occurred
Dec 2, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Aug 10, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:54014050-b617-9008-2d8e-3eb69c1301cc
First observed: Aug 3, 2021
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.