DFX Intelligence

G•••••• F•••••••• A•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor10 years in industry

G•••••• F•••••••• A•••••••

Advisor at J••• H•••••• P••••••• F•••••••• S•••••••• L••

Gatineau | BOSTON, MA

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 graphsid dfx:ria:91401b64-7f30-8170-51e7-6e34909eb884

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Nov 14, 2023 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: J••• H•••••• P••••••• F•••••••• S•••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J••• H•••••• P••••••• F•••••••• S•••••••• L••	Bd affiliated wealth	Nov 12, 2024	n/a	yes	Gatineau\|BOSTON, MA	Current employment
V••••• A••••••• C••••	Independent wealth	Nov 14, 2023	Oct 21, 2024	no	Ottawa

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V••••• A••••••• C••••	J••• H•••••• P••••••• F•••••••• S•••••••• L••	Oct 21, 2024	Nov 12, 2024	22	Firm change	RIA to ibd

Team moves

••• Locked

Team	Left	Joined	From	Kind
299365:174433:--:2024-10-16	Oct 21, 2024	Nov 12, 2024	Ottawa	Firm change

Relationships

Registered with (2)

→ J••• H•••••• P••••••• F•••••••• S•••••••• L••Registered adviserregistration: current employment
Nov 12, 2024 to presentfactForm ADV
→ V••••• A••••••• C••••Registered adviserregistration: previous registration
Nov 14, 2023 to Oct 21, 2024factForm ADV

Dated events

Occurred
Oct 21, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:91401b64-7f30-8170-51e7-6e34909eb884
First observed: Nov 14, 2023
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.