DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)31 years in industry

J•••• E••• H••••••

Advisor at A••••••• W••••• M••••••••• L••

WESLEY CHAPEL, FL | Wesley Chapel, FL

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Search this name across graphsid dfx:ria:b57460be-936a-4879-63df-f34b97a988b3

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Dec 31, 2001 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••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 23, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••••• W••••• M••••••••• L••	Independent wealth	Apr 14, 2026	n/a	yes	Wesley Chapel, FL\|WESLEY CHAPEL, FL	Current employment
C•••••• L••	Independent wealth	Feb 13, 2023	Apr 21, 2026	no	CHARLOTTE, NC\|ROCKFORD, IL\|Charlotte, NC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• L••	A••••••• W••••• M••••••••• L••	Apr 21, 2026	Apr 14, 2026	-7	Firm change	RIA to RIA
G••••••••• W••••• L••	C•••••• L••	Feb 9, 2023	Feb 13, 2023

Team moves

••• Locked

Team	Left	Joined	From	Kind
118154:111221:NC:2023-02-09	Feb 9, 2023	Feb 13, 2023	CHARLOTTE, NC	Firm change
138003:118154:NC:2020-12-31	Dec 31, 2020	Nov 23, 2020	MOORESVILLE, NC	Firm change after gap

Relationships

Registered with (7)

→ A••••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Apr 14, 2026 to presentfactForm ADV
→ C•••••• L••Registered adviserregistration: previous registration
Feb 13, 2023 to Apr 21, 2026factForm ADV
→ G••••••••• W••••• L••Registered adviserregistration: previous registration
Nov 23, 2020 to Feb 9, 2023factForm ADV
→ T••••••• W•••••Registered adviser

Dated events

Occurred
Apr 21, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Feb 9, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b57460be-936a-4879-63df-f34b97a988b3
First observed: Dec 31, 2001
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.