DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner22 years in industry

J•• L••••••• H••••

Advisor at B••••• P••••• A•••••••• L••

Memphis, TN | NEWPORT BEACH, CA

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Search this name across graphsid dfx:ria:c0f6ebff-2433-9928-1dc2-e6eed945e226

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jan 20, 2004 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: B••••• P••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 20, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••• P••••• A•••••••• L••	Independent wealth	Jan 20, 2022	n/a	yes	Memphis, TN\|NEWPORT BEACH, CA	Current employment
C•••••• W••••• M••••••••• L••	Former SEC adviser	Jan 20, 2004	Mar 2, 2022	no	COLLIERVILLE, TN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• W••••• M••••••••• L••	B••••• P••••• A•••••••• L••	Mar 2, 2022	Jan 20, 2022	-41	Firm change after gap	RIA to RIA

Relationships

Registered with (2)

→ B••••• P••••• A•••••••• L••Registered adviserregistration: current employment
Jan 20, 2022 to presentfactForm ADV
→ C•••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Jan 20, 2004 to Mar 2, 2022factForm ADV

Dated events

Occurred
Mar 2, 2022
Advisor changed firm
J•• L••••••• H•••• left C•••••• W••••• M••••••••• L•• for B••••• P••••• A•••••••• L•• (registered 2022-01-20)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c0f6ebff-2433-9928-1dc2-e6eed945e226
First observed: Jan 20, 2004
Last observed: Sep 15, 2026 7 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.