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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)28 years in industry

J••••• P••••••• H•••••

Advisor at C••••••• • C••••••• I•••

MCLEAN, VA

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Search this name across graphsid dfx:ria:7f32c13a-9679-95e7-1787-ab57842cc6be

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Mar 22, 2001 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: C••••••• • C••••••• I•••
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: Jul 1, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 4derivedfrom 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
C••••••• • C••••••• I•••	Independent wealth	Jan 4, 2022	n/a	yes	MCLEAN, VA	Current employment
C••••••• • C• I••	Former SEC adviser	Mar 22, 2001	Jan 4, 2022	no	MCLEAN, VA

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
C••••••• • C• I••	C••••••• • C••••••• I•••	Jan 4, 2022	Jan 4, 2022	0	Channel change	RIA to new firm

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
106566:317672:VA:2022-01-04	Jan 4, 2022	Jan 4, 2022	MCLEAN, VA	Firm change

Relationships

Registered with (2)

→ C••••••• • C••••••• I•••Registered adviserregistration: current employment
Jan 4, 2022 to presentfactForm ADV
→ C••••••• • C• I••Registered adviserregistration: previous registration
Mar 22, 2001 to Jan 4, 2022factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7f32c13a-9679-95e7-1787-ab57842cc6be
First observed: Mar 22, 2001
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.