DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)23 years in industry

J••••• J••• H•••••

Advisor at C••••••••• P•••••••• R••••• C•••

Longmont, CO | W•••••••, NY

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Search this name across graphsid dfx:ria:90312298-387b-4596-3af9-1baaa5c81fba

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: May 3, 2005 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: C••••••••• P•••••••• R••••• C•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 10, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom 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
C••••••••• P•••••••• R••••• C•••	Independent wealth	Aug 5, 2022	n/a	yes	Longmont, CO\|W•••••••, NY	Current employment
P••••••••• S••••••••• C•••••••••	Independent wealth	Oct 17, 2007	Aug 4, 2022	no	LONGMONT, CO\|LONGMONT, CO\|LONGMONT, CO\|SAN MARCOS, CA\|LONGMONT, CO\|Broomfield, CO\|Carpinteria, CA\|Berthoud, CO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••••••••• S••••••••• C•••••••••	C••••••••• P•••••••• R••••• C•••	Aug 4, 2022	Aug 5, 2022	1	Firm change	RIA to RIA
W•••••••• S••••••••• L••	P••••••••• S••••••••• C•••••••••	Oct 18, 2007	Oct 17, 2007

Team moves

••• Locked

Team	Left	Joined	From	Kind
11869:112694:CO:2022-08-04	Aug 4, 2022	Aug 5, 2022	BERTHOUD, CO	Firm change

Relationships

Registered with (4)

→ C••••••••• P•••••••• R••••• C•••Registered adviserregistration: current employment
Aug 5, 2022 to presentfactForm ADV
→ P••••••••• S••••••••• C•••••••••Registered adviserregistration: previous registration
Oct 17, 2007 to Aug 4, 2022factForm ADV
→ W•••••••• S••••••••• L••Registered adviserregistration: previous registration
Apr 3, 2007 to Oct 18, 2007factForm ADV
→ W••••••• F•••••••• S•••••••• I•••

Dated events

Occurred
Aug 4, 2022
Advisor changed firm
J••••• J••• H••••• left P••••••••• S••••••••• C••••••••• for C••••••••• P•••••••• R••••• C••• (registered 2022-08-05)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:90312298-387b-4596-3af9-1baaa5c81fba
First observed: May 3, 2005
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.