DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

J••••• D•••• G••••••

Advisor at H••••••• F••••

WAYNE, PA

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Search this name across graphsid dfx:ria:aacfb7e9-880f-93cf-b790-b392819b02fe

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: May 13, 2015 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••••••• F••••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: May 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H••••••• F••••	Asset manager	Feb 3, 2017	n/a	yes	WAYNE, PA	Current employment
E•••••••• A•••••••• L••	National bd RIA	May 13, 2015	Jan 30, 2017	no	AUDUBON, PA\|BALA CYNWYD, PA\|BALA CYNWYD, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••••• A•••••••• L••	H••••••• F••••	Jan 30, 2017	Feb 3, 2017	4	Firm change	Other

Relationships

Registered with (2)

→ H••••••• F••••Registered adviserregistration: current employment
Feb 3, 2017 to presentfactForm ADV
→ E•••••••• A•••••••• L••Registered adviserregistration: previous registration
May 13, 2015 to Jan 30, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:aacfb7e9-880f-93cf-b790-b392819b02fe
First observed: May 13, 2015
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.