DFX Intelligence

J••••••• A••••• T•••••: advisor on the ria / wealth management graph | DFX Data Factory

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisorChartered Financial Analyst16 years in industry

J••••••• A••••• T•••••

Advisor at B••••• H••••• G••••• I••••••••

DALLAS, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:70051048-57c0-3ede-1cd3-749eba9580d6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jan 28, 2010 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: B••••• H••••• G••••• I••••••••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Dec 17, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••• H••••• G••••• I••••••••	Other adviser	Nov 15, 2016	n/a	yes	DALLAS, TX	Current employment
S••••• A•••••• S••••••••	Former SEC adviser	Feb 16, 2016	Sep 14, 2016	no	DALLAS, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••••••• A••••••• G•••• L•••••	S••••• A•••••• S••••••••	Sep 14, 2016	Feb 16, 2016	-211	Firm change after gap	Other
S••••• A•••••• S••••••••	B••••• H••••• G••••• I••••••••	Sep 14, 2016	Nov 15, 2016

Relationships

Registered with (3)

→ B••••• H••••• G••••• I••••••••Registered adviserregistration: current employment
Nov 15, 2016 to presentfactForm ADV
→ F•••••••• A••••••• G•••• L•••••Registered adviserregistration: previous registration
Jan 28, 2010 to Sep 14, 2016factForm ADV
→ S••••• A•••••• S••••••••Registered adviserregistration: previous registration
Feb 16, 2016 to Sep 14, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:70051048-57c0-3ede-1cd3-749eba9580d6
First observed: Jan 28, 2010
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.