DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisordual registered (broker-dealer)41 years in industry

S•••••• K••••••• J••••

Advisor at H•••••• S••••••••• I•••

DALLAS, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a810f60a-0a7e-182c-7458-7c30540a4b6d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 14, 2000 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: H•••••• S••••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Aug 19, 1985earliest registration or exam on IAPD
Years in industry: 41derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H•••••• S••••••••• I•••	Bd affiliated wealth	Mar 4, 2025	n/a	yes	DALLAS, TX	Current employment
H•••••• S••••••••• I•••	Bd affiliated wealth	Aug 14, 2000	Feb 4, 2025	no	SOUTHLAKE, TX\|Dallas, TX\|PLANO, TX\|DALLAS, TX\|Houston, TX\|HOUSTON, TX\|Plano, TX

Relationships

Registered with (1)

→ H•••••• S••••••••• I•••Registered adviserregistration: previous registration
Aug 14, 2000 to Feb 4, 2025factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a810f60a-0a7e-182c-7458-7c30540a4b6d
First observed: Aug 14, 2000
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.