J•••• H••••••

Advisor at M•••• F•••••••• A•••••••

American Fork, UT | ALPHARETTA, GA

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:7de2daa1-204a-3906-5870-c905780fd0f6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jul 8, 1997 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•••• F•••••••• A•••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jul 8, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom 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
M•••• F•••••••• A•••••••	Bd affiliated wealth	May 30, 2025	n/a	yes	American Fork, UT\|ALPHARETTA, GA	Current employment
R•••• C•••••• M••••••••• L••	Former SEC adviser	Mar 3, 2014	May 30, 2025	no	AMERICAN FORK, UT

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••• C•••••• M••••••••• L••	M•••• F•••••••• A•••••••	May 30, 2025	May 30, 2025	0	Firm change	RIA to RIA
T•••••••• F•••••••• S•••••••• I•••	R•••• C•••••• M••••••••• L••	Feb 14, 2014	Mar 3, 2014

Team moves

••• Locked

Team	Left	Joined	From	Kind
120253:142457:UT:2025-05-30	May 30, 2025	May 30, 2025	AMERICAN FORK, UT	Firm change

Relationships

Registered with (3)

→ M•••• F•••••••• A•••••••Registered adviserregistration: current employment
May 30, 2025 to presentfactForm ADV
→ R•••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Mar 3, 2014 to May 30, 2025factForm ADV
→ T•••••••• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Jul 8, 1997 to Feb 14, 2014factForm ADV

Dated events

Occurred
May 30, 2025
Advisor changed firm
J•••• H•••••• left R•••• C•••••• M••••••••• L•• for M•••• F•••••••• A••••••• (registered 2025-05-30)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7de2daa1-204a-3906-5870-c905780fd0f6
First observed: Jul 8, 1997
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.