DFX Intelligence

J•••• B• D•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

J•••• B• D•••••••

Advisor at H••••• C•••••• A•••••••• I•••

Tinley Park, IL | CHICAGO, IL

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Search this name across graphsid dfx:ria:67bd0e14-4851-4d47-865d-26d8ee624a49

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Feb 17, 2017 to Sep 15, 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••••• C•••••• A•••••••• I•••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H••••• C•••••• A•••••••• I•••	Asset manager	Jul 17, 2023	n/a	yes	Tinley Park, IL\|CHICAGO, IL	Current employment
F•••• T•••• A••••••• L•	Asset manager	Feb 14, 2019	Jul 10, 2023	no	WHEATON, IL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••• T•••• A••••••• L•	H••••• C•••••• A•••••••• I•••	Jul 10, 2023	Jul 17, 2023	7	Firm change	Other
M•• I•••••••• S•••••••• L••	F•••• T•••• A••••••• L•	May 24, 2018	Feb 14, 2019

Relationships

Registered with (4)

→ H••••• C•••••• A•••••••• I•••Registered adviserregistration: current employment
Jul 17, 2023 to presentfactForm ADV
→ F•••• T•••• A••••••• L•Registered adviserregistration: previous registration
Feb 14, 2019 to Jul 10, 2023factForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
Mar 25, 2017 to May 24, 2018factForm ADV
→ M•• F•••••••• S•••••••• I•••

Dated events

Occurred
Jul 10, 2023
Advisor changed firm
J•••• B• D••••••• left F•••• T•••• A••••••• L• for H••••• C•••••• A•••••••• I••• (registered 2023-07-17)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:67bd0e14-4851-4d47-865d-26d8ee624a49
First observed: Feb 17, 2017
Last observed: Sep 15, 2026 7 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.