DFX Intelligence

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

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RIA / WealthAdvisor13 years in industry

J•••••• H••••• W•••••

Advisor at R••••• W••••• M•••••••••

SYRACUSE, NY

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jun 30, 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: R••••• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 19, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R••••• W••••• M•••••••••	Independent wealth	Aug 25, 2023	n/a	yes	SYRACUSE, NY	Current employment
P••••••• I••••••••• L••	Bd affiliated wealth	Jan 8, 2019	Aug 25, 2023	no	EAST SYRACUSE, NY\|Eagan, MN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••••••• I••••••••• L••	R••••• W••••• M•••••••••	Aug 25, 2023	Aug 25, 2023	0	Firm change	Ibd to RIA
A••••• A•• P••••••• S•••••••	P••••••• I••••••••• L••	Nov 23, 2018	Jan 8, 2019

Relationships

Registered with (3)

→ R••••• W••••• M•••••••••Registered adviserregistration: current employment
Aug 25, 2023 to presentfactForm ADV
→ P••••••• I••••••••• L••Registered adviserregistration: previous registration
Jan 8, 2019 to Aug 25, 2023factForm ADV
→ A••••• A•• P••••••• S•••••••Registered adviserregistration: previous registration
Jun 30, 2016 to Nov 23, 2018factForm ADV

Dated events

Occurred
Aug 25, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jun 30, 2016
Last observed: Sep 14, 2026 9 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.