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

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RIA / WealthAdvisorCertified Financial Planner16 years in industry

J•••• R••• S•••••

Advisor at H•••••••• F•••••••• S•••••••• I•••

RADNOR, PA

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Search this name across graphsid dfx:ria:59708a75-744a-6ddf-11d9-590d83d3d8c4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Aug 31, 2011 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•••••••• F•••••••• S•••••••• I•••
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 23, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
H•••••••• F•••••••• S•••••••• I•••	Asset manager	Feb 27, 2025	n/a	yes	RADNOR, PA	Current employment
R••••••••• A•••••••	Independent wealth	Jun 4, 2024	Feb 28, 2025	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
R••••••••• A•••••••	H•••••••• F•••••••• S•••••••• I•••	Feb 28, 2025	Feb 27, 2025	-1	Firm change	Other
V••••••• A•••••••• I•••	R••••••••• A•••••••	Aug 23, 2023

Relationships

Registered with (6)

→ H•••••••• F•••••••• S•••••••• I•••Registered adviserregistration: current employment
Feb 27, 2025 to presentfactForm ADV
→ R••••••••• A•••••••Registered adviserregistration: previous registration
Jun 4, 2024 to Feb 28, 2025factForm ADV
→ V••••••• A•••••••• I•••Registered adviserregistration: previous registration
Mar 17, 2022 to Aug 23, 2023factForm ADV
→ N••••••••• I••••••••• A•••••••• L••

Dated events

Occurred
Feb 28, 2025
Advisor changed firm
J•••• R••• S••••• left R••••••••• A••••••• for H•••••••• F•••••••• S•••••••• I••• (registered 2025-02-27)
Form ADVobserved 6 days ago
Occurred
Aug 23, 2023
Advisor changed firm
J•••• R••• S••••• left V••••••• A•••••••• I••• for R••••••••• A••••••• (registered 2024-06-04)
Form ADVobserved 6 days ago
Occurred
Mar 16, 2022
Advisor changed firm
J•••• R••• S••••• left N••••••••• I••••••••• A•••••••• L•• for V••••••• A•••••••• I••• (registered 2022-03-17)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:59708a75-744a-6ddf-11d9-590d83d3d8c4
First observed: Aug 31, 2011
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.