DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

S••••• J•••• H•••••

Advisor at S• H••••• F•••••••• G••••• L••

SAN ANTONIO, TX

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Search this name across graphsid dfx:ria:574b5a73-9570-798e-8da4-cf5c4d0c0b71

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Nov 16, 2023 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: S• H••••• F•••••••• G••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S• H••••• F•••••••• G••••• L••	Independent wealth	Sep 9, 2024	n/a	yes	SAN ANTONIO, TX	Current employment
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	Nov 16, 2023	Oct 15, 2024	no	San Antonio, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	S• H••••• F•••••••• G••••• L••	Oct 15, 2024	Sep 9, 2024	-36	Firm change after gap	Ibd to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
149018:151899:TX:2024-10-07	Oct 15, 2024	Sep 9, 2024	SAN ANTONIO, TX	Firm change after gap

Relationships

Registered with (2)

→ S• H••••• F•••••••• G••••• L••Registered adviserregistration: current employment
Sep 9, 2024 to presentfactForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Nov 16, 2023 to Oct 15, 2024factForm ADV

Dated events

Occurred
Oct 15, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:574b5a73-9570-798e-8da4-cf5c4d0c0b71
First observed: Nov 16, 2023
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.