DFX Intelligence

A••••• J• H•••••: 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 / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst11 years in industry

A••••• J• H•••••

Advisor at M••••• • S••••••••• W••••• M••••••••• L••

Lake Forest, IL | LINCOLNSHIRE, IL

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:744a24f3-7a3a-84d8-8c70-1ecc4046c9f4

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Jul 30, 2015 to Sep 15, 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: M••••• • S••••••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 18, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• • S••••••••• W••••• M••••••••• L••	Independent wealth	Jan 24, 2025	n/a	yes	Lake Forest, IL\|LINCOLNSHIRE, IL	Current employment
B•••••• P••••• W••••• M•••••••	Independent wealth	Apr 28, 2022	Mar 4, 2025	no	SEATTLE, WA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•••••• P••••• W••••• M•••••••	M••••• • S••••••••• W••••• M••••••••• L••	Mar 4, 2025	Jan 24, 2025	-39	Firm change after gap	RIA to RIA
A••••• W•••••	B•••••• P••••• W••••• M•••••••	Apr 1, 2022	Apr 28, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
151858:171106:WA:2020-12-31	Dec 31, 2020	Jan 6, 2021	BELLEVUE, WA	Firm change

Relationships

Registered with (5)

→ M••••• • S••••••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Jan 24, 2025 to presentfactForm ADV
→ B•••••• P••••• W••••• M•••••••Registered adviserregistration: previous registration
Apr 28, 2022 to Mar 4, 2025factForm ADV
→ A••••• W•••••Registered adviserregistration: previous registration
Jan 6, 2021 to Apr 1, 2022factForm ADV
→ V••••••• L••

Dated events

Occurred
Mar 4, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Apr 1, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:744a24f3-7a3a-84d8-8c70-1ecc4046c9f4
First observed: Jul 30, 2015
Last observed: Sep 15, 2026 7 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.