DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)23 years in industry

J•• D•••• H••••••••

Advisor at C••••• I••••••••• A••••••• L••

North Canton, OH

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Search this name across graphsid dfx:ria:af4274db-f76f-6975-1327-cf8ae76c5110

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jul 14, 2003 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••••• I••••••••• A••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jul 14, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••• I••••••••• A••••••• L••	Bd affiliated wealth	Dec 12, 2023	n/a	yes	North Canton, OH	Current employment
L••••••• S••••••••• C••••	Bd affiliated wealth	Oct 15, 2013	Dec 21, 2023	no	ELYRIA, OH\|ROCHESTER, NY\|North Canton, OH\|Concord, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L••••••• S••••••••• C••••	C••••• I••••••••• A••••••• L••	Dec 21, 2023	Dec 12, 2023	-9	Firm change	Ibd to ibd
T••• W••••• D•••••• L••	L••••••• S••••••••• C••••	Apr 19, 2013	Oct 15, 2013

Relationships

Registered with (6)

→ C••••• I••••••••• A••••••• L••Registered adviserregistration: current employment
Dec 12, 2023 to presentfactForm ADV
→ L••••••• S••••••••• C••••Registered adviserregistration: previous registration
Oct 15, 2013 to Dec 21, 2023factForm ADV
→ T••• W••••• D•••••• L••Registered adviserregistration: previous registration
Nov 14, 2012 to Apr 19, 2013factForm ADV
→ W••••• S••••• S••••••••• I•••

Dated events

Occurred
Dec 21, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:af4274db-f76f-6975-1327-cf8ae76c5110
First observed: Jul 14, 2003
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.