DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)30 years in industry

J••••••• S•••• H•••••

Advisor at C•••••••

••• Locked

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:74cb6976-f3ad-1376-1bbd-b4829f907b03

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 6, 1998 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: C•••••••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Jun 24, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••	Institutional manager	Apr 26, 2021	n/a	yes	STOCKBRIDGE, GA\|Peachtree City, GA\|Newnan, GA	Current employment
S••••••••• F•••••••• A•••••••• L••	Former SEC adviser	Dec 3, 2007	Jun 30, 2021	no	STOCKBRIDGE, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• A••••••• L••	S••••••••• F•••••••• A•••••••• L••	Jul 20, 2021	Dec 3, 2007	-4,978	Firm change after gap	Other
S••••••••• F•••••••• A•••••••• L••	C•••••••	Jun 30, 2021	Apr 26, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
10299:125724:GA:2021-07-20	Jul 20, 2021	Dec 3, 2007	STOCKBRIDGE, GA	Firm change after gap
125724:175112:GA:2021-06-30	Jun 30, 2021	Apr 26, 2021	STOCKBRIDGE, GA	Firm change after gap

Relationships

Registered with (4)

→ C•••••••Registered adviserregistration: current employment
Apr 26, 2021 to presentfactForm ADV
→ C••••• A••••••• L••Registered adviserregistration: previous registration
Jun 3, 2005 to Jul 20, 2021factForm ADV
→ S••••••••• F•••••••• A•••••••• L••Registered adviserregistration: previous registration
Dec 3, 2007 to Jun 30, 2021factForm ADV
→ S••••••• I••••••••• S•••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:74cb6976-f3ad-1376-1bbd-b4829f907b03
First observed: Oct 6, 1998
Last observed: Sep 15, 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.