DFX Intelligence

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

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RIA / WealthAdvisor15 years in industry

J••• E••••• M•••

Advisor at H••• P••••••••• A•••••••• L••

Fort Meyers, FL

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Search this name across graphsid dfx:ria:be3141bd-3f9c-b4d5-b835-a505beff3020

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: May 13, 2011 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: H••• P••••••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 1, 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
H••• P••••••••• A•••••••• L••	Independent wealth	Nov 5, 2022	n/a	yes	Fort Meyers, FL	Current employment
M•••••• • N••••• A•••••••• L••	Mixed wealth	May 13, 2011	Jul 3, 2019	no	FT. MYERS, FL 33908, FL\|FAIRPORT, NY\|Ft. Myers, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• • N••••• A•••••••• L••	H••• P••••••••• A•••••••• L••	Jul 3, 2019	Nov 5, 2022	1,221	Firm change after gap	RIA to RIA

Relationships

Registered with (2)

→ H••• P••••••••• A•••••••• L••Registered adviserregistration: current employment
Nov 5, 2022 to presentfactForm ADV
→ M•••••• • N••••• A•••••••• L••Registered adviserregistration: previous registration
May 13, 2011 to Jul 3, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:be3141bd-3f9c-b4d5-b835-a505beff3020
First observed: May 13, 2011
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.