DFX Intelligence

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

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RIA / WealthAdvisor10 years in industry

J•••• C• H••••••

Advisor at F•••••••••

MAPLE GROVE, MN

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Search this name across graphsid dfx:ria:78f1488f-52f1-d459-d165-a8d9b9edd02d

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

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Mar 13, 2023 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: F•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••••••••	Independent wealth	Oct 16, 2024	n/a	yes	MAPLE GROVE, MN	Current employment
O••••••• B•• W••••• P•••••••	Independent wealth	Mar 13, 2023	Nov 22, 2024	no	Maple Grove, MN\|PARSIPPANY, NJ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O••••••• B•• W••••• P•••••••	F•••••••••	Nov 22, 2024	Oct 16, 2024	-37	Firm change after gap	RIA to new firm

Team moves

••• Locked

Team	Left	Joined	From	Kind
318366:332831:NJ:2024-11-22	Nov 22, 2024	Oct 16, 2024	PARSIPPANY, NJ	Firm change after gap

Relationships

Registered with (2)

→ F•••••••••Registered adviserregistration: current employment
Oct 16, 2024 to presentfactForm ADV
→ O••••••• B•• W••••• P•••••••Registered adviserregistration: previous registration
Mar 13, 2023 to Nov 22, 2024factForm ADV

Dated events

Occurred
Nov 22, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:78f1488f-52f1-d459-d165-a8d9b9edd02d
First observed: Mar 13, 2023
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.