DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

M••••• G• H•••••• I••••••••

Advisor at E••••• J••••

WILLOW STREET, PA

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Search this name across graphsid dfx:ria:8709c3eb-eea1-4705-a281-3977cca66665

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Oct 13, 2016 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••••• J••••
Current firm class: national broker-dealer RIAderived
Book size: not public••• Locked
Industry start: Jan 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E••••• J••••	National bd RIA	Feb 16, 2024	n/a	yes	WILLOW STREET, PA	Current employment
A••••••••• F•••••••• S•••••••• L••	National bd RIA	Mar 24, 2021	Jan 23, 2024	no	Camp Hill, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• F•••••••• S•••••••• L••	E••••• J••••	Jan 23, 2024	Feb 16, 2024	24	Firm change	Ibd to ibd
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	A••••••••• F•••••••• S•••••••• L••	Mar 22, 2021	Mar 24, 2021

Relationships

Registered with (3)

→ E••••• J••••Registered adviserregistration: current employment
Feb 16, 2024 to presentfactForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Mar 24, 2021 to Jan 23, 2024factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Oct 13, 2016 to Mar 22, 2021factForm ADV

Dated events

Occurred
Jan 23, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8709c3eb-eea1-4705-a281-3977cca66665
First observed: Oct 13, 2016
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.