DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner26 years in industry

J••••• E•••••• H•••

Advisor at S•••••••• W•••••

SACRAMENTO, CA

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Search this name across graphsid dfx:ria:8a5620b5-4d83-d45e-1fb3-2d40f111735c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: May 10, 2006 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: S•••••••• W•••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Oct 15, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S•••••••• W•••••	State registered	Aug 29, 2025	n/a	yes	SACRAMENTO, CA	Current employment
I••••••••• F•••••••• G••••• L••	Bd affiliated wealth	Mar 8, 2019	Aug 28, 2025	no	SACRAMENTO, CA\|SACRAMENTO, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I••••••••• F•••••••• G••••• L••	S•••••••• W•••••	Aug 28, 2025	Aug 29, 2025	1	Firm change	Ibd to state RIA
C•••••• S••••• • C••• I•••	I••••••••• F•••••••• G••••• L••	Mar 14, 2019	Mar 8, 2019

Relationships

Registered with (3)

→ S•••••••• W•••••Registered adviserregistration: current employment
Aug 29, 2025 to presentfactForm ADV
→ I••••••••• F•••••••• G••••• L••Registered adviserregistration: previous registration
Mar 8, 2019 to Aug 28, 2025factForm ADV
→ C•••••• S••••• • C••• I•••Registered adviserregistration: previous registration
May 10, 2006 to Mar 14, 2019factForm ADV

Dated events

Occurred
Aug 28, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8a5620b5-4d83-d45e-1fb3-2d40f111735c
First observed: May 10, 2006
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.