DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)33 years in industry

J••••••• R••••••• H•••••

Advisor at G••••• R••••••••• P••••••• L••

••• Locked

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Search this name across graphsid dfx:ria:9d935dff-0abe-d14d-bac2-c2ec1e66a48b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Sep 27, 2012 to Sep 15, 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: G••••• R••••••••• P••••••• L••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Oct 7, 1992earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G••••• R••••••••• P••••••• L••	Institutional manager	Oct 1, 2025	n/a	yes	SAN RAFAEL, CA\|West Chester, PA\|Palm Harbor, FL	Current employment
C••••••••• F•••••••• N••••••	National bd RIA	Oct 1, 2019	Oct 3, 2025	no	West Chester, PA\|Collegeville, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••••• F•••••••• N••••••	G••••• R••••••••• P••••••• L••	Oct 3, 2025	Oct 1, 2025	-2	Firm change	Other
S••••••• F•••••••• S•••••••• I•••	C••••••••• F•••••••• N••••••	Oct 7, 2019	Oct 1, 2019

Team moves

••• Locked

Team	Left	Joined	From	Kind
8032:172011:PA:2025-10-02	Oct 3, 2025	Oct 1, 2025	COLLEGEVILLE, PA	Firm change
15296:8032:PA:2019-10-07	Oct 7, 2019	Oct 1, 2019	PLYMOUTH MEETING, PA	Firm change

Relationships

Registered with (3)

→ G••••• R••••••••• P••••••• L••Registered adviserregistration: current employment
Oct 1, 2025 to presentfactForm ADV
→ C••••••••• F•••••••• N••••••Registered adviserregistration: previous registration
Oct 1, 2019 to Oct 3, 2025factForm ADV
→ S••••••• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Sep 27, 2012 to Oct 7, 2019factForm ADV

Dated events

Occurred
Oct 3, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9d935dff-0abe-d14d-bac2-c2ec1e66a48b
First observed: Sep 27, 2012
Last observed: Sep 15, 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.