K•••• J• H•••••

Advisor at F•••• I••••••• S•••••••

Mount Pleasant, SC | SCOTTSDALE, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphs

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Jul 1, 2024 to Sep 15, 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: F•••• I••••••• S•••••••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Feb 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••• I••••••• S•••••••	Mixed wealth	Mar 16, 2026	n/a	yes	SCOTTSDALE, AZ\|Mount Pleasant, SC	Current employment
M••••• S••••••	Wirehouse	Jan 17, 2025	Feb 25, 2026	no	Paramus, NJ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• S••••••	F•••• I••••••• S•••••••	Feb 25, 2026	Mar 16, 2026	19	Firm change	Wirehouse to RIA
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	M••••• S••••••	Jan 6, 2025	Jan 17, 2025

Team moves

••• Locked

Team	Left	Joined	From	Kind
7691:149777:NJ:2025-01-02	Jan 6, 2025	Jan 17, 2025	WAYNE, NJ	Firm change

Relationships

Registered with (4)

→ F•••• I••••••• S•••••••Registered adviserregistration: current employment
Mar 16, 2026 to presentfactForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Jan 17, 2025 to Feb 25, 2026factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Sep 16, 2024 to Jan 6, 2025factForm ADV
→ P•••• S••••••••• L••

Dated events

Occurred
Feb 25, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jan 6, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Aug 16, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jul 1, 2024
Last observed: Sep 15, 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.