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J•••• M•••••• R•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner27 years in industry

J•••• M•••••• R•••

Advisor at H• W•••••

ATLANTA, GA

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Search this name across graphsid dfx:ria:6b503490-a543-a42f-0165-18455ffc760d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jul 31, 2009 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• W•••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
H• W•••••	Independent wealth	Nov 8, 2021	n/a	yes	ATLANTA, GA	Current employment
H•••••• B•••	Former SEC adviser	Jul 31, 2009	Nov 16, 2021	no	ATLANTA, GA\|ATLANTA, GA

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
H•••••• B•••	H• W•••••	Nov 16, 2021	Nov 8, 2021	-8	Bulk transfer	RIA to RIA

Relationships

Registered with (2)

→ H• W•••••Registered adviserregistration: current employment
Nov 8, 2021 to presentfactForm ADV
→ H•••••• B•••Registered adviserregistration: previous registration
Jul 31, 2009 to Nov 16, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6b503490-a543-a42f-0165-18455ffc760d
First observed: Jul 31, 2009
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.