DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner16 years in industry

J•••• F•••••• G•••••••

Advisor at H•• I••••••••• A•••••••• L••

GLASSBORO, NJ

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Search this name across graphsid dfx:ria:ab234514-9833-6598-1ab0-1cbf21c9890c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Mar 12, 2010 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•• I••••••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 16, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H•• I••••••••• A•••••••• L••	Independent wealth	Sep 21, 2017	n/a	yes	GLASSBORO, NJ	Current employment
H•• I••••••••• A•••••••• I•••	Independent wealth	Mar 11, 2015	Dec 31, 2017	no	GLASSBORO, NJ\|NEWARK, DE

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H•• I••••••••• A•••••••• I•••	H•• I••••••••• A•••••••• L••	Dec 31, 2017	Sep 21, 2017	-101	Channel change	Other
M•• I•••••••• S•••••••• L••	H•• I••••••••• A•••••••• I•••	Feb 6, 2014	Mar 11, 2015

Relationships

Registered with (3)

→ H•• I••••••••• A•••••••• L••Registered adviserregistration: current employment
Sep 21, 2017 to presentfactForm ADV
→ H•• I••••••••• A•••••••• I•••Registered adviserregistration: previous registration
Mar 11, 2015 to Dec 31, 2017factForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
Mar 12, 2010 to Feb 6, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ab234514-9833-6598-1ab0-1cbf21c9890c
First observed: Mar 12, 2010
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.