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

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RIA / WealthAdvisorCertified Financial Planner29 years in industry

J•••• R••••• H••••••••

Advisor at M•• L•••• • A•••••••••

CENTER VALLEY, PA

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Search this name across graphsid dfx:ria:a7e2f027-4822-b8bf-fd3e-1fef47472853

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: May 15, 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: M•• L•••• • A•••••••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 18, 1996earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
M•• L•••• • A•••••••••	Independent wealth	Jul 11, 2012	n/a	yes	CENTER VALLEY, PA	Current employment
M••••••• B••• • A••••••••• I•••	Former SEC adviser	May 15, 2006	Mar 5, 2013	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
M••••••• B••• • A••••••••• I•••	M•• L•••• • A•••••••••	Mar 5, 2013	Jul 11, 2012	-237	Firm change after gap	Other

Relationships

Registered with (2)

→ M•• L•••• • A•••••••••Registered adviserregistration: current employment
Jul 11, 2012 to presentfactForm ADV
→ M••••••• B••• • A••••••••• I•••Registered adviserregistration: previous registration
May 15, 2006 to Mar 5, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a7e2f027-4822-b8bf-fd3e-1fef47472853
First observed: May 15, 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.