DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner28 years in industry

J••• R•••••• H••••

Advisor at A•••• F•••••••• S•••••••• I•••

CONCORD, NH

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Search this name across graphsid dfx:ria:878b965f-bdda-f083-a1ca-d5e771d987a9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Apr 22, 2004 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: A•••• F•••••••• S•••••••• I•••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Jan 13, 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: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•••• F•••••••• S•••••••• I•••	Other adviser	Jun 14, 2022	n/a	yes	CONCORD, NH	Current employment
C•••••••• I••••••••• R••••••• A•••••••• I•••	Bd affiliated wealth	Dec 1, 2015	Dec 31, 2022	no	Manchester, NH\|Concord, NH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• I••••••••• R••••••• A•••••••• I•••	A•••• F•••••••• S•••••••• I•••	Dec 31, 2022	Jun 14, 2022	-200	Firm change after gap	Ibd to new firm
M•• I•••••••• S•••••••• L••	C•••••••• I••••••••• R••••••• A•••••••• I•••	Dec 10, 2015

Relationships

Registered with (4)

→ A•••• F•••••••• S•••••••• I•••Registered adviserregistration: current employment
Jun 14, 2022 to presentfactForm ADV
→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: previous registration
Dec 1, 2015 to Dec 31, 2022factForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
Aug 4, 2006 to Dec 10, 2015factForm ADV
→ N•• E•••••• S••••••••• C•••••••••

Dated events

Occurred
Dec 31, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:878b965f-bdda-f083-a1ca-d5e771d987a9
First observed: Apr 22, 2004
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.