DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst21 years in industry

J••• K•••••• H•••••••

Advisor at J•• W••••• M••••••••• L••

CENTENNIAL, CO

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 4:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Jul 21, 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: J•• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 20, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 8

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J•• W••••• M••••••••• L••	Independent wealth	Oct 10, 2018	n/a	yes	CENTENNIAL, CO\|CENTENNIAL, CO	Current employment
C•••• P••••••••• L••	n/a	Nov 25, 2020	Oct 31, 2023	no	LONE TREE, CO\|HIGHLANDS RANCH, CO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••• P••••••••• L••	n/a	Oct 31, 2023	n/a	n/a	Departure no registered destination	Departure
S••••••••• P•••••• C•••••• M••••••••• L••	J•• W••••• M••••••••• L••	Oct 23, 2018	Oct 10, 2018	-13

Relationships

Registered with (9)

→ J•• W••••• M••••••••• L••Registered adviserregistration: current employment
Oct 10, 2018 to presentfactForm ADV
→ C•••• P••••••••• L••Registered adviserregistration: previous registration
Nov 25, 2020 to Oct 31, 2023factForm ADV
→ S••••••••• P•••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Oct 7, 2014 to Oct 23, 2018factForm ADV
→ S••••• W••••• A•••••••• I•••

Dated events

Order

Occurred
31 Oct 2023
Advisor departed, no destination yet
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jul 21, 2005
Last observed: Sep 14, 2026 10 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.