DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant25 years in industry

J•••• S•••••• H•••••

Advisor at H••••• W••••• M••••••••• L••

GILBERT, AZ

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Search this name across graphsid dfx:ria:6f11c46d-2429-cfe9-8888-8307391e8098

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Jun 24, 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: H••••• W••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Mar 1, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 8

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H••••• W••••• M••••••••• L••	State registered	Jan 1, 2026	n/a	yes	GILBERT, AZ	Current employment
H••••• W•••••	n/a	Apr 21, 2021	Dec 31, 2022	no	GILBERT, AZ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H••••• W•••••	H••••• W••••• M••••••••• L••	Dec 31, 2022	Jan 1, 2026	1,097	Firm change after gap	Other
T••••• W•••••• L•••••	H••••• W•••••	Feb 24, 2021	Apr 21, 2021

Relationships

Registered with (9)

→ H••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Jan 1, 2026 to presentfactForm ADV
→ H••••• W•••••Registered adviserregistration: previous registration
Apr 21, 2021 to Dec 31, 2022factForm ADV
→ T••••• W•••••• L•••••Registered adviserregistration: previous registration
Jan 28, 2019 to Feb 24, 2021factForm ADV
→ A• W••••• M••••••••• L••Registered adviser

Dated events

Occurred
Dec 31, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6f11c46d-2429-cfe9-8888-8307391e8098
First observed: Jun 24, 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.