DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant17 years in industry

J••• P•••• H•••••••••

Advisor at E••••••••• L••

CORAL GABLES, FL

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Search this name across graphsid dfx:ria:7eb88c42-9671-cd3a-f483-450d86d0e086

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Aug 21, 2009 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: E••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 6, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E••••••••• L••	Independent wealth	Mar 15, 2022	n/a	yes	CORAL GABLES, FL	Current employment
E•••••••• A•••••••• L••	National bd RIA	Dec 8, 2010	Mar 8, 2022	no	MIAMI, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••••• A•••••••• L••	E••••••••• L••	Mar 8, 2022	Mar 15, 2022	7	Firm change	Ibd to RIA
P•••• S••••••••• L••	E•••••••• A•••••••• L••	Nov 23, 2010	Dec 8, 2010

Team moves

••• Locked

Team	Left	Joined	From	Kind
6627:318115:FL:2022-03-08	Mar 8, 2022	Mar 15, 2022	MIAMI, FL	Firm change

Relationships

Registered with (3)

→ E••••••••• L••Registered adviserregistration: current employment
Mar 15, 2022 to presentfactForm ADV
→ E•••••••• A•••••••• L••Registered adviserregistration: previous registration
Dec 8, 2010 to Mar 8, 2022factForm ADV
→ P•••• S••••••••• L••Registered adviserregistration: previous registration
Aug 21, 2009 to Nov 23, 2010factForm ADV

Dated events

Occurred
Mar 8, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7eb88c42-9671-cd3a-f483-450d86d0e086
First observed: Aug 21, 2009
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.