J•••• H••••

Advisor at G•••••• W•••••

JACKSONVILLE, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5554308b-6c5a-4750-8bd6-6f2027cbe458

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 26, 1999 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: G•••••• W•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 22, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•••••• W•••••	Independent wealth	Apr 23, 2026	n/a	yes	JACKSONVILLE, FL	Current employment
W•••• F•••• A•••••••	Wirehouse	Jul 20, 2023	Apr 29, 2026	no	JACKSONVILLE, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	G•••••• W•••••	Apr 29, 2026	Apr 23, 2026	-6	Firm change	Wirehouse to new firm
W•••• F•••• A•••••••	W•••• F•••• A•••••••	Jul 19, 2023	Jul 20, 2023

Team moves

••• Locked

Team	Left	Joined	From	Kind
11025:339969:FL:2026-04-29	Apr 29, 2026	Apr 23, 2026	JACKSONVILLE, FL	Firm change
19616:11025:FL:2023-07-05	Jul 19, 2023	Jul 20, 2023	JACKSONVILLE, FL	Firm change

Relationships

Registered with (4)

→ G•••••• W•••••Registered adviserregistration: current employment
Apr 23, 2026 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Jul 20, 2023 to Apr 29, 2026factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Dec 20, 2002 to Jul 19, 2023factForm ADV
→ U•• F•••••••• S••••••• I•••

Dated events

Occurred
Apr 29, 2026
Advisor changed firm
J•••• H•••• left W•••• F•••• A••••••• for G•••••• W••••• (registered 2026-04-23)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5554308b-6c5a-4750-8bd6-6f2027cbe458
First observed: Mar 26, 1999
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.