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

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RIA / WealthAdvisor41 years in industry

E••••• J••••• C••••••

Advisor at H•••• C••• P••••••• L••

Center Valley, PA

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Search this name across graphsid dfx:ria:c58c2583-a2d4-3eaa-040f-198a77b2fb47

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: May 8, 2002 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•••• C••• P••••••• L••
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 21, 1985earliest registration or exam on IAPD
Years in industry: 41derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
H•••• C••• P••••••• L••	Mixed wealth	May 17, 2024	n/a	yes	Center Valley, PA	Current employment
T••••• A••••••• S•••••••• I•••	Bd affiliated wealth	Feb 17, 2021	Feb 26, 2024	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
T••••• A••••••• S•••••••• I•••	H•••• C••• P••••••• L••	Feb 26, 2024	May 17, 2024	81	Firm change	Ibd to RIA
B••• S••••••••• L••	T••••• A••••••• S•••••••• I•••	Feb 17, 2021

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
105644:33856:PA:2016-07-12	Jul 12, 2016	Jul 13, 2016	ALLENTOWN, PA	Firm change

Relationships

Registered with (6)

→ H•••• C••• P••••••• L••Registered adviserregistration: previous registration
Sep 11, 2020 to Feb 1, 2021factForm ADV
→ T••••• A••••••• S•••••••• I•••Registered adviserregistration: previous registration
Feb 17, 2021 to Feb 26, 2024factForm ADV
→ B••• S••••••••• L••Registered adviserregistration: previous registration
Jan 25, 2021 to Feb 17, 2021factForm ADV
→ B••• I••••••••• S•••••••• I•••

Dated events

Occurred
Feb 26, 2024
Advisor changed firm
E••••• J••••• C•••••• left T••••• A••••••• S•••••••• I••• for H•••• C••• P••••••• L•• (registered 2024-05-17)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c58c2583-a2d4-3eaa-040f-198a77b2fb47
First observed: May 8, 2002
Last observed: Sep 14, 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.