DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)22 years in industry

J••• D•••• H•••••••

Advisor at C•••••••• I••••••••• R••••••• A•••••••• I•••

Grand Ledge, MI

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Search this name across graphsid dfx:ria:9304f82f-f87f-fee2-36d6-9e3448eb98f3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Sep 9, 2009 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•••••••• I••••••••• R••••••• A•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Sep 3, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••• I••••••••• R••••••• A•••••••• I•••	Bd affiliated wealth	Dec 16, 2024	n/a	yes	Grand Ledge, MI	Current employment
R•••• I••••••••• A••••••• L••	Bd affiliated wealth	Jul 1, 2019	Dec 23, 2024	no	KENTWOOD, MI\|Grand Ledge, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••• I••••••••• A••••••• L••	C•••••••• I••••••••• R••••••• A•••••••• I•••	Dec 23, 2024	Dec 16, 2024	-7	Firm change	Ibd to ibd
L••••• P••••••• • A••••••••• I•••	R•••• I••••••••• A••••••• L••	Jun 27, 2018	Jul 1, 2019

Team moves

••• Locked

Team	Left	Joined	From	Kind
125004:134139:MI:2024-12-23	Dec 23, 2024	Dec 16, 2024	GRAND LEDGE, MI	Firm change

Relationships

Registered with (5)

→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: current employment
Dec 16, 2024 to presentfactForm ADV
→ R•••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Jul 1, 2019 to Dec 23, 2024factForm ADV
→ L••••• P••••••• • A••••••••• I•••Registered adviserregistration: previous registration
Dec 13, 2017 to Jun 27, 2018factForm ADV
→ W•••• F•••• A•••••••

Dated events

Occurred
Dec 23, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9304f82f-f87f-fee2-36d6-9e3448eb98f3
First observed: Sep 9, 2009
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.