DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner20 years in industry

J•••• L•• H••••••

Advisor at F••••••• C•••••• M••••••••• L••

OKLAHOMA CITY, OK

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Search this name across graphsid dfx:ria:980dd6b3-4680-8fb9-5ce4-002205041782

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Sep 18, 2006 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••••••• C•••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 5, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••••••• C•••••• M••••••••• L••	Independent wealth	Jul 18, 2024	n/a	yes	OKLAHOMA CITY, OK	Current employment
W•••• F•••• A•••••••	Wirehouse	Aug 30, 2013	Jul 17, 2024	no	EDMOND, OK	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	F••••••• C•••••• M••••••••• L••	Jul 17, 2024	Jul 18, 2024	1	Firm change	Wirehouse to RIA
M••••• S••••••	W•••• F•••• A•••••••	Sep 6, 2013	Aug 30, 2013

Team moves

••• Locked

Team	Left	Joined	From	Kind
19616:313573:OK:2024-07-17	Jul 17, 2024	Jul 18, 2024	EDMOND, OK	Firm change

Relationships

Registered with (4)

→ F••••••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Jul 18, 2024 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Aug 30, 2013 to Jul 17, 2024factForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Jun 1, 2009 to Sep 6, 2013factForm ADV
→ C•••••••• G••••• M•••••• I•••

Dated events

Occurred
Jul 17, 2024
Advisor changed firm
J•••• L•• H•••••• left W•••• F•••• A••••••• for F••••••• C•••••• M••••••••• L•• (registered 2024-07-18)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:980dd6b3-4680-8fb9-5ce4-002205041782
First observed: Sep 18, 2006
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.