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

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RIA / WealthAdvisor14 years in industry

J•• A•••••• H••••

Advisor at G••••••• A•••••••• L••

Kings Mountain, NC | ARDEN HILLS, MN

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Search this name across graphsid dfx:ria:7ecd0871-ff0f-3e60-b5e9-1647c31602c5

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Oct 5, 2020 to Sep 15, 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: G••••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 7, 2011earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
G••••••• A•••••••• L••	Independent wealth	Apr 28, 2026	n/a	yes	ARDEN HILLS, MN\|Kings Mountain, NC	Current employment
Z••• D•• C•••••• E••••••••• L••	Independent wealth	Jun 30, 2025	Aug 15, 2025	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
Z••• D•• C•••••• E••••••••• L••	G••••••• A•••••••• L••	Aug 15, 2025	Apr 28, 2026	256	Firm change	RIA to RIA
I• F•••••••• A••••••• S••••••• L••	Z••• D•• C•••••• E••••••••• L••	Jun 26, 2025

Relationships

Registered with (5)

→ G••••••• A•••••••• L••Registered adviserregistration: current employment
Apr 28, 2026 to presentfactForm ADV
→ Z••• D•• C•••••• E••••••••• L••Registered adviserregistration: previous registration
Jun 30, 2025 to Aug 15, 2025factForm ADV
→ I• F•••••••• A••••••• S••••••• L••Registered adviserregistration: previous registration
Aug 24, 2022 to Jun 26, 2025factForm ADV
→ S•••• F••• I••••••••• M••••••••• C••••

Dated events

Occurred
Aug 15, 2025
Advisor changed firm
J•• A•••••• H•••• left Z••• D•• C•••••• E••••••••• L•• for G••••••• A•••••••• L•• (registered 2026-04-28)
Form ADVobserved 6 days ago
Occurred
Jun 26, 2025
Advisor changed firm
J•• A•••••• H•••• left I• F•••••••• A••••••• S••••••• L•• for Z••• D•• C•••••• E••••••••• L•• (registered 2025-06-30)
Form ADVobserved 6 days ago
Occurred
Aug 10, 2022
Advisor changed firm
J•• A•••••• H•••• left S•••• F••• I••••••••• M••••••••• C•••• for I• F•••••••• A••••••• S••••••• L•• (registered 2022-08-24)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7ecd0871-ff0f-3e60-b5e9-1647c31602c5
First observed: Oct 5, 2020
Last observed: Sep 15, 2026 7 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.