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

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RIA / WealthAdvisorCertified Financial Planner28 years in industry

J••••••• I•••• S•••••

Advisor at H• W•••••

Atlanta, GA

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:5d81a561-f6a0-adb8-0074-e807c4fedd31

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Oct 26, 2009 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• W•••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 27, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 2

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• W•••••	Independent wealth	Jun 1, 2022	n/a	yes	Atlanta, GA	Current employment
A•••••• W•••••	Former SEC adviser	Feb 4, 2020	Dec 31, 2023	no	ATLANTA, GA

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
A•••••• W•••••	H• W•••••	Dec 31, 2023	Jun 1, 2022	-578	Firm change after gap	RIA to RIA
O•••••••• P•••••••• L•••	A•••••• W•••••	Jun 7, 2022

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
305732:316731:GA:2023-12-31	Dec 31, 2023	Jun 1, 2022	ATLANTA, GA	Firm change after gap
105829:305732:GA:2022-06-07	Jun 7, 2022	Feb 4, 2020	ATLANTA, GA	Firm change after gap

Relationships

Registered with (3)

→ H• W•••••Registered adviserregistration: current employment
Jun 1, 2022 to presentfactForm ADV
→ A•••••• W•••••Registered adviserregistration: previous registration
Feb 4, 2020 to Dec 31, 2023factForm ADV
→ O•••••••• P•••••••• L•••Registered adviserregistration: previous registration
Oct 26, 2009 to Jun 7, 2022factForm ADV

Dated events

Occurred
Dec 31, 2023
Advisor changed firm
J••••••• I•••• S••••• left A•••••• W••••• for H• W••••• (registered 2022-06-01)
Form ADVobserved 7 days ago
Occurred
Jun 7, 2022
Advisor changed firm
J••••••• I•••• S••••• left O•••••••• P•••••••• L••• for A•••••• W••••• (registered 2020-02-04)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5d81a561-f6a0-adb8-0074-e807c4fedd31
First observed: Oct 26, 2009
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.