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

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RIA / WealthAdvisor27 years in industry

R••••• J••••• H•••••

Advisor at A••• A••••••• P•••••••

NEW YORK, NY | CINCINNATI, OH | Cincinnati, OH | BETHESDA, MD | CLEVELAND, OH

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Search this name across graphsid dfx:ria:759a7f94-1d51-54d5-2e5f-3e7ed59e2b5f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 1
Observed: Feb 12, 2004 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

R••••• J••••• H•••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: A••• A••••••• P•••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 26, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
A••• A••••••• P•••••••	Bd affiliated wealth	May 3, 2026	n/a	yes	Cincinnati, OH\|NEW YORK, NY	Current employment
B••• H••••• C•••••• L•••	Independent wealth	Jul 18, 2024	n/a	yes	Cincinnati, OH\|CINCINNATI, OH\|CLEVELAND, OH\|BETHESDA, MD

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
G•• P•••••• W•••••	B••• H••••• C•••••• L•••	Apr 29, 2026	Jul 18, 2024	-650	Firm change after gap	RIA to RIA
L•••• I••••••••• L••	A••• A••••••• P•••••••	Apr 29, 2026

Relationships

Registered with (5)

→ A••• A••••••• P•••••••Registered adviserregistration: current employment
May 3, 2026 to presentfactForm ADV
→ B••• H••••• C•••••• L•••Registered adviserregistration: current employment
Jul 18, 2024 to presentfactForm ADV
→ G•• P•••••• W•••••Registered adviserregistration: previous registration
Nov 23, 2009 to Apr 29, 2026factForm ADV
→ L•••• I••••••••• L••

Dated events

Occurred
Apr 29, 2026
Advisor changed firm
R••••• J••••• H••••• left L•••• I••••••••• L•• for A••• A••••••• P••••••• (registered 2026-05-03)
Form ADVobserved 7 days ago
Occurred
Apr 29, 2026
Advisor changed firm
R••••• J••••• H••••• left G•• P•••••• W••••• for B••• H••••• C•••••• L••• (registered 2024-07-18)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:759a7f94-1d51-54d5-2e5f-3e7ed59e2b5f
First observed: Feb 12, 2004
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.