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

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RIA / WealthAdvisorChartered Financial Analyst32 years in industry

J•••• M•••••• H•••••

Advisor at F•••• P••••••• W•••••• L••

MENLO PARK, CA

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Search this name across graphsid dfx:ria:84ba1032-3159-f013-c9f9-95fe1da8740b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 2
Observed: May 5, 2010 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

J•••• M• H•••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Venture Capitalidentity

J•••• M• H•••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: F•••• P••••••• W•••••• 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: Mar 25, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 1derivedfrom 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
F•••• P••••••• W•••••• L••	Independent wealth	Jul 2, 2025	n/a	yes	MENLO PARK, CA	Current employment
B••••••• W••••• A•••••••	Former SEC adviser	Nov 2, 2020	Oct 3, 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
B••••••• W••••• A•••••••	F•••• P••••••• W•••••• L••	Oct 3, 2025	Jul 2, 2025	-93	Channel change	RIA to RIA
U•••• S••••• G••••• W••••• M•••••••••	B••••••• W••••• A•••••••	Apr 24, 2018

Team moves

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

Team	Left	Joined	From	Kind
287758:159289:CA:2025-10-03	Oct 3, 2025	Jul 2, 2025	MENLO PARK, CA	Firm change after gap

Relationships

Registered with (4)

→ F•••• P••••••• W•••••• L••Registered adviserregistration: current employment
Jul 2, 2025 to presentfactForm ADV
→ B••••••• W••••• A•••••••Registered adviserregistration: previous registration
Nov 2, 2020 to Oct 3, 2025factForm ADV
→ U•••• S••••• G••••• W••••• M•••••••••Registered adviserregistration: previous registration
Oct 8, 2014 to Apr 24, 2018factForm ADV
→ B•• F••••• O•••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:84ba1032-3159-f013-c9f9-95fe1da8740b
First observed: May 5, 2010
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.