DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner30 years in industry

J••••• H•••••••• F•••

Advisor at C•••••• W••••• A•••••••• I•••

WELCH, MN

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Search this name across graphsid dfx:ria:90b349eb-e2b7-7d81-d95e-838912a3c342

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: May 6, 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: C•••••• W••••• A•••••••• I•••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Mar 1, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom 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
C•••••• W••••• A•••••••• I•••	State registered	Jul 30, 2024	n/a	yes	WELCH, MN	Current employment
B••••••• F••••••••• L••	State registered	Feb 26, 2018	Aug 5, 2024	no	Welch, MN\|RED WING, MN\|RED WING, MN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••••• F••••••••• L••	C•••••• W••••• A•••••••• I•••	Aug 5, 2024	Jul 30, 2024	-6	Firm change	Other
C•••••••• I••••••••• R••••••• A•••••••• I•••	B••••••• F••••••••• L••	Mar 15, 2018	Feb 26, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
134139:291172:MN:2018-03-15	Mar 15, 2018	Feb 26, 2018	RED WING, MN	Firm change

Relationships

Registered with (3)

→ C•••••• W••••• A•••••••• I•••Registered adviserregistration: current employment
Jul 30, 2024 to presentfactForm ADV
→ B••••••• F••••••••• L••Registered adviserregistration: previous registration
Feb 26, 2018 to Aug 5, 2024factForm ADV
→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: previous registration
May 6, 2016 to Mar 15, 2018factForm ADV

Dated events

Occurred
Aug 5, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:90b349eb-e2b7-7d81-d95e-838912a3c342
First observed: May 6, 2016
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.