DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner17 years in industry

J••••••• D••••• H••••

Advisor at T•• H•••• G••••• L••

DENVER, CO

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Search this name across graphsid dfx:ria:6a20dff7-7e10-fc3a-0f81-3576a12eef8e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Nov 11, 2008 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: T•• H•••• G••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Nov 10, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 7

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• H•••• G••••• L••	State registered	Jan 2, 2026	n/a	yes	DENVER, CO	Current employment
P•••••• W••••• M••••••••• L••	Independent wealth	Jul 11, 2017	Dec 22, 2022	no	SAN FRANCISCO, CA\|SAN FRANCISCO, CA\|Denver, CO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•••••• W••••• M••••••••• L••	T•• H•••• G••••• L••	Dec 22, 2022	Jan 2, 2026	1,107	Firm change after gap	RIA to state RIA
L•• F•••••••• L••	S•••••••• W••••• A••••••• G••••	Nov 22, 2016	Mar 2, 2016

Relationships

Registered with (8)

→ T•• H•••• G••••• L••Registered adviserregistration: current employment
Jan 2, 2026 to presentfactForm ADV
→ P•••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Jul 11, 2017 to Dec 22, 2022factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Jan 4, 2013 to Nov 22, 2016factForm ADV
→ M•••••• A•••••• N••••••

Dated events

Occurred
Dec 22, 2022
A•••••• firm change
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6a20dff7-7e10-fc3a-0f81-3576a12eef8e
First observed: Nov 11, 2008
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.