DFX Intelligence

F•••••• J• A•••••: advisor on the ria / wealth management graph | DFX Data Factory

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisordual registered (broker-dealer)20 years in industry

F•••••• J• A•••••

Advisor at H••••••••• F•••••••• A•••••••

MONROEVILLE, PA | Monroeville, PA

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:60f7adad-02bb-7f50-05c6-f0c8bdce7361

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 4
On other graphs: 0
Observed: Oct 14, 2005 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•••••••• A•••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Oct 13, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 13

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••••••• F•••••••• S•••••••• L••	National bd RIA	Jun 30, 2026	n/a	yes	Monroeville, PA	Current employment
H••••••••• F•••••••• A•••••••	Bd affiliated wealth	May 7, 2026	n/a	yes	MONROEVILLE, PA	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E••••• J••••	H••••••••• F•••••••• A•••••••	May 7, 2026	May 7, 2026	0	Firm change	Ibd to ibd
P•••• S••••••••• L••	E••••• J••••	May 21, 2024	May 24, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
129052:6413:PA:2017-10-26	Oct 26, 2017	Jan 2, 2019	WARREN, PA	Firm change after gap
129052:39550:PA:2015-08-03	Aug 3, 2015	Aug 13, 2015	STATE COLLEGE, PA	Firm change

Relationships

Registered with (12)

→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: current employment
Jun 30, 2026 to presentfactForm ADV
→ H••••••••• F•••••••• A•••••••Registered adviserregistration: current employment
May 7, 2026 to presentfactForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
May 24, 2024 to May 7, 2026factForm ADV
→ P•••• S••••••••• L••

Dated events

Occurred
May 7, 2026
A•••••• firm change
F•••••• J• A••••• left E••••• J•••• for H••••••••• F•••••••• A••••••• (registered 2026-05-07)
Form ADVobserved 7 days ago
Occurred
May 21, 2024
A•••••• firm change
F•••••• J• A••••• left P•••• S••••••••• L•• for E••••• J•••• (registered 2024-05-24)
Form ADVobserved 7 days ago
Occurred
Mar 4, 2024
A•••••• firm change
F•••••• J• A••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for P•••• S••••••••• L•• (registered 2024-02-28)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:60f7adad-02bb-7f50-05c6-f0c8bdce7361
First observed: Oct 14, 2005
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.