DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)37 years in industry

J••••• J••••• H•••••

Advisor at C•••••• T•••• • C••••••• I•••

Durango, CO | ATLANTA, GA

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Search this name across graphsid dfx:ria:75f48630-334d-8c62-61dd-75dd85291931

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:30 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: May 12, 2004 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: C•••••• T•••• • C••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 28, 1989earliest registration or exam on IAPD
Years in industry: 37derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• T•••• • C••••••• I•••	Independent wealth	Jun 2, 2017	n/a	yes	ATLANTA, GA\|ATLANTA, GA\|Durango, CO	Current employment
W••••••• S••••••••• A•••••••	Former SEC adviser	May 12, 2004	Jun 12, 2017	no	DURANGO, CO\|DURANGO, CO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W••••••• S••••••••• A•••••••	C•••••• T•••• • C••••••• I•••	Jun 12, 2017	Jun 2, 2017	-10	Firm change	Other

Relationships

Registered with (2)

→ C•••••• T•••• • C••••••• I•••Registered adviserregistration: current employment
Jun 2, 2017 to presentfactForm ADV
→ W••••••• S••••••••• A•••••••Registered adviserregistration: previous registration
May 12, 2004 to Jun 12, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:75f48630-334d-8c62-61dd-75dd85291931
First observed: May 12, 2004
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.