DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)21 years in industry

P••••• J••• M•••••

Advisor at F••••••• H••••• A•••••••• L••

BOSTON, MA | MELBOURNE, FL

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Search this name across graphsid dfx:ria:96897110-9756-1ade-b435-d064fb551c55

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

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jun 5, 2007 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: F••••••• H••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 16, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••••••• H••••• A•••••••• L••	Independent wealth	May 2, 2011	n/a	yes	BOSTON, MA\|MELBOURNE, FL	Current employment
E••••• J••••	National bd RIA	Jun 5, 2007	Apr 29, 2011	no	ARLINGTON, MA\|ST LOUIS, MO\|WOBURN, MA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E••••• J••••	F••••••• H••••• A•••••••• L••	Apr 29, 2011	May 2, 2011	3	Firm change	Other

Relationships

Registered with (2)

→ F••••••• H••••• A•••••••• L••Registered adviserregistration: current employment
May 2, 2011 to presentfactForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Jun 5, 2007 to Apr 29, 2011factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:96897110-9756-1ade-b435-d064fb551c55
First observed: Jun 5, 2007
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.