DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant10 years in industry

J••••• D••• H•••

Advisor at M•••••• I•••••••••

Cincinnati, OH

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Search this name across graphsid dfx:ria:77712c59-d5a0-935f-17e9-76f6a5970680

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Sep 7, 2021 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: M•••••• I•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••• I•••••••••	I•••••••••_WEALTH	Sep 4, 2024	n/a	yes	Cincinnati, OH\|Cincinnati, OH	Current employment
V•••••• F•••••••• P•••••••• L••	Former SEC adviser	Jan 17, 2023	Aug 20, 2024	no	Cincinnati, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V•••••• F•••••••• P•••••••• L••	M•••••• I•••••••••	Aug 20, 2024	Sep 4, 2024	15	Firm change	RIA to RIA
R•• W••••• M•••••••••	V•••••• F•••••••• P•••••••• L••	Nov 18, 2022	Jan 17, 2023

Relationships

Registered with (4)

→ M•••••• I•••••••••Registered adviserregistration: current employment
Sep 4, 2024 to presentfactForm ADV
→ V•••••• F•••••••• P•••••••• L••Registered adviserregistration: previous registration
Jan 17, 2023 to Aug 20, 2024factForm ADV
→ R•• W••••• M•••••••••Registered adviserregistration: previous registration
Sep 12, 2021 to Nov 18, 2022factForm ADV
→ C••••••••• F•••••••• N••••••

Dated events

Occurred
Aug 20, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Nov 18, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Nov 17, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:77712c59-d5a0-935f-17e9-76f6a5970680
First observed: Sep 7, 2021
Last observed: Sep 14, 2026 9 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.