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

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RIA / WealthAdvisor12 years in industry

J••••• R• H•••••••

Advisor at P••••••••• C•••••• A•••••••

WESTLAKE, OH | Carmel, IN

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:5dee68fa-e2c9-8473-ced5-a823462b88ba

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jan 26, 2016 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: P••••••••• C•••••• A•••••••
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: Mar 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom 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
P••••••••• C•••••• A•••••••	Independent wealth	Aug 11, 2025	n/a	yes	Carmel, IN\|WESTLAKE, OH	Current employment
I••••• W••••• M•••••••••	n/a	Jul 13, 2021	Mar 31, 2023	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
S••••• O•• S••••••••• I•••	I••••• W••••• M•••••••••	Aug 11, 2025	Jul 13, 2021	-1,490	Firm change after gap	Other
I••••• W••••• M•••••••••	P••••••••• C•••••• A•••••••	Mar 31, 2023

Team moves

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

Team	Left	Joined	From	Kind
126090:46947:IN:2018-09-20	Sep 20, 2018	Sep 21, 2018	GREENWOOD, IN	Firm change

Relationships

Registered with (4)

→ P••••••••• C•••••• A•••••••Registered adviserregistration: current employment
Aug 11, 2025 to presentfactForm ADV
→ S••••• O•• S••••••••• I•••Registered adviserregistration: previous registration
Sep 21, 2018 to Aug 11, 2025factForm ADV
→ I••••• W••••• M•••••••••Registered adviserregistration: previous registration
Jul 13, 2021 to Mar 31, 2023factForm ADV
→ S•• A•••••••• I•••Registered adviser

Dated events

Occurred
Aug 11, 2025
Advisor changed firm
J••••• R• H••••••• left S••••• O•• S••••••••• I••• for I••••• W••••• M••••••••• (registered 2021-07-13)
Form ADVobserved 7 days ago
Occurred
Mar 31, 2023
Advisor changed firm
J••••• R• H••••••• left I••••• W••••• M••••••••• for P••••••••• C•••••• A••••••• (registered 2025-08-11)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5dee68fa-e2c9-8473-ced5-a823462b88ba
First observed: Jan 26, 2016
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.