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

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RIA / WealthAdvisor11 years in industry

D•••• E•••• J•••••

Advisor at H••••• • C••• L••

WEST CONSHOHOCKEN, PA

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Search this name across graphsid dfx:ria:6e4445a3-059f-1884-5865-8f860bc384a7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Oct 11, 2024 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••••• • C••• L••
Current firm class: other adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom 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••••• • C••• L••	Other adviser	Dec 9, 2025	n/a	yes	WEST CONSHOHOCKEN, PA	Current employment
B••• M••• T•••• A•••••••• L••	Independent wealth	Oct 11, 2024	Dec 3, 2025	no

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
B••• M••• T•••• A•••••••• L••	H••••• • C••• L••	Dec 3, 2025	Dec 9, 2025	6	Firm change	Other

Relationships

Registered with (2)

→ H••••• • C••• L••Registered adviserregistration: current employment
Dec 9, 2025 to presentfactForm ADV
→ B••• M••• T•••• A•••••••• L••Registered adviserregistration: previous registration
Oct 11, 2024 to Dec 3, 2025factForm ADV

Dated events

Occurred
Dec 3, 2025
Advisor changed firm
D•••• E•••• J••••• left B••• M••• T•••• A•••••••• L•• for H••••• • C••• L•• (registered 2025-12-09)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6e4445a3-059f-1884-5865-8f860bc384a7
First observed: Oct 11, 2024
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.