DFX Intelligence

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

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RIA / WealthAdvisor15 years in industry

K•••••• J•• H•••

Advisor at C••••••••• C•••••• A•••••••

••• Locked

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Search this name across graphsid dfx:ria:b21e8618-0e98-f16f-56f7-a88f5cb6812f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 1
Observed: Jan 8, 2018 to Sep 15, 2026

Across DFX

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

Private Equityidentity

K•••••• J•• H•••

Private equity principal · key crd individual

Facts

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

Current firm: C••••••••• C•••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 4, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••••••• L••	Independent wealth	Apr 15, 2026	n/a	yes	Irving, TX\|AUSTIN, TX	Current employment
C••••••••• C•••••• A•••••••	Independent wealth	Mar 29, 2023	n/a	yes	IRVING, TX	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••••• F•••••••• N••••••	C••••••••• C•••••• A•••••••	Apr 3, 2023	Mar 29, 2023	-5	Firm change	Ibd to new firm

Team moves

••• Locked

Team	Left	Joined	From	Kind
8032:322366:TX:2023-04-03	Apr 3, 2023	Mar 29, 2023	IRVING, TX	Firm change

Relationships

Registered with (3)

→ A••••••••• L••Registered adviserregistration: current employment
Apr 15, 2026 to presentfactForm ADV
→ C••••••••• C•••••• A•••••••Registered adviserregistration: current employment
Mar 29, 2023 to presentfactForm ADV
→ C••••••••• F•••••••• N••••••Registered adviserregistration: previous registration
Jan 8, 2018 to Apr 3, 2023factForm ADV

Dated events

Occurred
Apr 3, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b21e8618-0e98-f16f-56f7-a88f5cb6812f
First observed: Jan 8, 2018
Last observed: Sep 15, 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.