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

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RIA / WealthAdvisorCertified Financial Planner32 years in industry

C••••••• J••••••• H•••••••

Advisor at A•• W••••• A•••••••

Gainesville, FL | ST. PETERSBURG, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:af3463ab-067d-7509-1bdc-5219fa096dde

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Sep 27, 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: A•• W••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 23, 1993earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
A•• W••••• A•••••••	Independent wealth	May 24, 2022	n/a	yes	ST. PETERSBURG, FL\|Gainesville, FL	Current employment
H••••••• W••••• M••••••••• L••	Former SEC adviser	Jan 23, 2006	May 11, 2022	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
H••••••• W••••• M••••••••• L••	A•• W••••• A•••••••	May 11, 2022	May 24, 2022	13	Firm change	RIA to RIA
C••••••••• A•••••••• I••	H••••••• W••••• M••••••••• L••	Feb 10, 2006

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
138146:314882:FL:2022-05-11	May 11, 2022	May 24, 2022	GAINSVILLE, FL	Firm change

Relationships

Registered with (4)

→ A•• W••••• A•••••••Registered adviserregistration: current employment
May 24, 2022 to presentfactForm ADV
→ H••••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Jan 23, 2006 to May 11, 2022factForm ADV
→ C••••••••• A•••••••• I••Registered adviserregistration: previous registration
Dec 21, 2005 to Feb 10, 2006factForm ADV
→ V•••••• A•••••••• I•••

Dated events

Occurred
May 11, 2022
Advisor changed firm
C••••••• J••••••• H••••••• left H••••••• W••••• M••••••••• L•• for A•• W••••• A••••••• (registered 2022-05-24)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:af3463ab-067d-7509-1bdc-5219fa096dde
First observed: Sep 27, 2000
Last observed: Sep 15, 2026 6 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.