DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analyst21 years in industry

J•••• T•••••• H•••••

Advisor at C•••••• W•••••

FAIRHOPE, AL

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Search this name across graphsid dfx:ria:a8d85a0c-05ef-1496-c342-f59ec57b38a4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Sep 11, 2008 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: C•••••• W•••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Feb 28, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• W•••••	State registered	Dec 12, 2024	n/a	yes	FAIRHOPE, AL	Current employment
O• A••••••• L••	Asset manager	Dec 20, 2023	May 8, 2024	no	Fairhope, AL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• R••• S••••••••• L••	O• A••••••• L••	Jun 18, 2025	Dec 20, 2023	-546	Firm change after gap	Other
O• A••••••• L••	C•••••• W•••••	May 8, 2024	Dec 12, 2024

Relationships

Registered with (6)

→ C•••••• W•••••Registered adviserregistration: current employment
Dec 12, 2024 to presentfactForm ADV
→ A••••••••• R••• S••••••••• L••Registered adviserregistration: previous registration
Jul 22, 2022 to Jun 18, 2025factForm ADV
→ O• A••••••• L••Registered adviserregistration: previous registration
Dec 20, 2023 to May 8, 2024factForm ADV
→ S•••••••• C•••••• A•••••••• L••Registered adviser

Dated events

Occurred
Jun 18, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
May 8, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jun 30, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a8d85a0c-05ef-1496-c342-f59ec57b38a4
First observed: Sep 11, 2008
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.