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

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RIA / WealthAdvisorChartered Financial Consultant39 years in industry

J••• D••••• H••••

Advisor at P••••••••• F•••••••• P•••••••• L••

Spanish Fork, UT

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Search this name across graphsid dfx:ria:c67c573b-3ac6-c3be-8b28-a5ad76c72ec6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Feb 25, 2003 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: P••••••••• F•••••••• P•••••••• L••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 1987earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 8derivedfrom 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
P••••••••• F•••••••• P•••••••• L••	Independent wealth	Oct 16, 2017	n/a	yes	Spanish Fork, UT	Current employment
V••• F•••••••• A•••••••• I•••	Bd affiliated wealth	May 2, 2012	Oct 12, 2017	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
V••• F•••••••• A•••••••• I•••	P••••••••• F•••••••• P•••••••• L••	Oct 12, 2017	Oct 16, 2017	4	Firm change	Other
P••••••••• A••••••• S••••••• L••	V••• F•••••••• A•••••••• I•••	Oct 13, 2006

Relationships

Registered with (4)

→ P••••••••• F•••••••• P•••••••• L••Registered adviserregistration: current employment
Oct 16, 2017 to presentfactForm ADV
→ V••• F•••••••• A•••••••• I•••Registered adviserregistration: previous registration
May 2, 2012 to Oct 12, 2017factForm ADV
→ P••••••••• A••••••• S••••••• L••Registered adviserregistration: previous registration
Dec 19, 2003 to Oct 13, 2006factForm ADV
→ L••••• S••••• S••••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c67c573b-3ac6-c3be-8b28-a5ad76c72ec6
First observed: Feb 25, 2003
Last observed: Sep 14, 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.