DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

J•••• P•••••• D••••

Advisor at A•••• H••••••• • C••••••••

HOUSTON, TX

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Search this name across graphsid dfx:ria:718891d1-6512-26e3-488b-9580a6e44d94

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Oct 23, 2015 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: A•••• H••••••• • C••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 4, 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: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•••• H••••••• • C••••••••	Independent wealth	Aug 30, 2026	n/a	yes	HOUSTON, TX	Current employment
R•• C•••••• M••••••• L••	National bd RIA	Jun 27, 2024	Jul 30, 2026	no	Houston, TX\|HOUSTON, TX\|HOUSTON, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•• C•••••• M••••••• L••	A•••• H••••••• • C••••••••	Jul 30, 2026	Aug 30, 2026	31	Firm change	Ibd to RIA
U•• F•••••••• S••••••• I•••	R•• C•••••• M••••••• L••	Jun 18, 2024	Jun 27, 2024

Relationships

Registered with (4)

→ A•••• H••••••• • C••••••••Registered adviserregistration: current employment
Aug 30, 2026 to presentfactForm ADV
→ R•• C•••••• M••••••• L••Registered adviserregistration: previous registration
Jun 27, 2024 to Jul 30, 2026factForm ADV
→ U•• F•••••••• S••••••• I•••Registered adviserregistration: previous registration
Dec 17, 2018 to Jun 18, 2024factForm ADV
→ U••• R•• L••

Dated events

Occurred
Jul 30, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jun 18, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:718891d1-6512-26e3-488b-9580a6e44d94
First observed: Oct 23, 2015
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.