DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

J•••• J• D•••••••••

Advisor at H•••••••• A•••••••• I•••

••• Locked

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Search this name across graphsid dfx:ria:a9b2ca66-ccb3-b747-f34d-ae97c1873ef1

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: May 1, 2000 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: H•••••••• A•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Current registrations: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H•••••••• A•••••••• I•••	Independent wealth	May 6, 2016	n/a	yes	FLAGSTAFF, AZ\|MESA, AZ\|PHOENIX, AZ	Current employment
G••••• W••••• M••••••••• I•••	Bd affiliated wealth	Apr 26, 2016	n/a	yes	CAVE CREEK, AZ\|PHOENIX, AZ\|FLAGSTAFF, AZ\|Mesa, AZ

Relationships

Registered with (2)

→ H•••••••• A•••••••• I•••Registered adviserregistration: current employment
May 6, 2016 to presentfactForm ADV
→ G••••• W••••• M••••••••• I•••Registered adviserregistration: current employment
Apr 26, 2016 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a9b2ca66-ccb3-b747-f34d-ae97c1873ef1
First observed: May 1, 2000
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.