DFX Intelligence

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

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RIA / WealthAdvisor26 years in industry

J•••••• H••••••• N•••••••••

Advisor at C•••••••

Harrisonburg, VA

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Search this name across graphsid dfx:ria:aa3519be-3755-57d0-7833-7a7e4160375c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Apr 1, 2013 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•••••••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Jul 12, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••	Institutional manager	Jan 22, 2019	n/a	yes	Harrisonburg, VA	Current employment
W•••• I••••••••• A•••••••• L••	Other adviser	Sep 21, 2015	Feb 13, 2019	no	HARRISONBURG, VA\|LINCROFT, NJ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• I••••••••• A•••••••• L••	C•••••••	Feb 13, 2019	Jan 22, 2019	-22	Firm change	Other
R••••• F••••••••	W•••• I••••••••• A•••••••• L••	Dec 18, 2015	Sep 21, 2015

Team moves

••• Locked

Team	Left	Joined	From	Kind
208512:175112:NJ:2019-02-13	Feb 13, 2019	Jan 22, 2019	LINCROFT, NJ	Firm change

Relationships

Registered with (3)

→ C•••••••Registered adviserregistration: current employment
Jan 22, 2019 to presentfactForm ADV
→ W•••• I••••••••• A•••••••• L••Registered adviserregistration: previous registration
Sep 21, 2015 to Feb 13, 2019factForm ADV
→ R••••• F••••••••Registered adviserregistration: previous registration
Apr 1, 2013 to Dec 18, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:aa3519be-3755-57d0-7833-7a7e4160375c
First observed: Apr 1, 2013
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.