DFX Intelligence

D••••• 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 Planner18 years in industry

D••••• J•••• H••••••

Advisor at B•••••• W••••• M••••••••• C••••

ROYAL OAK, MI

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:755177b6-ee86-dc60-0242-16937f6711b2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Sep 18, 2018 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•••••• W••••• M••••••••• C••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 3, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••• W••••• M••••••••• C••••	Independent wealth	Jan 1, 2025	n/a	yes	ROYAL OAK, MI	Current employment
C••••••• P•••••••	Independent wealth	Apr 20, 2022	Mar 22, 2023	no	OVERLAND PARK, KS\|Rochester Hills, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••• P•••••••	B•••••• W••••• M••••••••• C••••	Mar 22, 2023	Jan 1, 2025	651	Firm change after gap	RIA to RIA
B•••••• W••••• M••••••••• C••••	C••••••• P•••••••	Apr 19, 2022	Apr 20, 2022

Relationships

Registered with (2)

→ B•••••• W••••• M••••••••• C••••Registered adviserregistration: previous registration
Sep 18, 2018 to Apr 19, 2022factForm ADV
→ C••••••• P•••••••Registered adviserregistration: previous registration
Apr 20, 2022 to Mar 22, 2023factForm ADV

Dated events

Occurred
Mar 22, 2023
Advisor changed firm
D••••• J•••• H•••••• left C••••••• P••••••• for B•••••• W••••• M••••••••• C•••• (registered 2025-01-01)
Form ADVobserved 7 days ago
Occurred
Apr 19, 2022
Advisor changed firm
D••••• J•••• H•••••• left B•••••• W••••• M••••••••• C•••• for C••••••• P••••••• (registered 2022-04-20)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:755177b6-ee86-dc60-0242-16937f6711b2
First observed: Sep 18, 2018
Last observed: Sep 14, 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.