DFX Intelligence

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

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RIA / WealthAdvisor33 years in industry

R••••• J•••• H•••••••••

Advisor at H••••••••• W••••• M••••••••• L••

••• Locked

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Search this name across graphsid dfx:ria:ac19ec2d-16b2-75a2-98b2-e73761b938d1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 1
Observed: Oct 31, 2001 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

R••••• J•••• H•••••••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: H••••••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••• E••••• R••••••• C•••	State registered	Mar 6, 2025	n/a	yes	SAN JUAN, PR	Current employment
H••••••••• W••••• M••••••••• L••	Independent wealth	Feb 24, 2025	n/a	yes	Dorado, PR\|FISHERS, IN	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B• E••••• R•••••••• L••	H••••••••• W••••• M••••••••• L••	Dec 31, 2010	Feb 24, 2025	5,169	Firm change after gap	Other

Relationships

Registered with (3)

→ B••• E••••• R••••••• C•••Registered adviserregistration: current employment
Mar 6, 2025 to presentfactForm ADV
→ H••••••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Feb 24, 2025 to presentfactForm ADV
→ B• E••••• R•••••••• L••Registered adviserregistration: previous registration
Oct 31, 2001 to Dec 31, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ac19ec2d-16b2-75a2-98b2-e73761b938d1
First observed: Oct 31, 2001
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.