DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner12 years in industry

J••••• P••••••• H•••••••

Advisor at A••••••• M•••• M••••••••• L••

RANCHO SANTA FE, CA

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Search this name across graphsid dfx:ria:659f77ad-a182-6f1e-6842-a86d30729333

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jan 14, 2015 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: A••••••• M•••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••••• M•••• M••••••••• L••	Independent wealth	Jun 23, 2021	n/a	yes	RANCHO SANTA FE, CA	Current employment
W••••• Q•••• P•••••••• I•••	Former SEC adviser	Jan 16, 2015	Sep 2, 2021	no	SAN DIEGO, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W••••• Q•••• P•••••••• I•••	A••••••• M•••• M••••••••• L••	Sep 2, 2021	Jun 23, 2021	-71	Firm change after gap	RIA to RIA
H••••••• • D• C•••••• L•••••	W••••• Q•••• P•••••••• I•••	Nov 12, 2015	Jan 16, 2015

Team moves

••• Locked

Team	Left	Joined	From	Kind
173545:115357:CA:2021-09-02	Sep 2, 2021	Jun 23, 2021	SAN DIEGO, CA	Firm change after gap
128439:173545:CA:2015-11-12	Nov 12, 2015	Jan 16, 2015	SAN DIEGO, CA	Firm change after gap

Relationships

Registered with (3)

→ A••••••• M•••• M••••••••• L••Registered adviserregistration: current employment
Jun 23, 2021 to presentfactForm ADV
→ W••••• Q•••• P•••••••• I•••Registered adviserregistration: previous registration
Jan 16, 2015 to Sep 2, 2021factForm ADV
→ H••••••• • D• C•••••• L•••••Registered adviserregistration: previous registration
Jan 14, 2015 to Nov 12, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:659f77ad-a182-6f1e-6842-a86d30729333
First observed: Jan 14, 2015
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.