DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)27 years in industry

J••••• P••• H•••••

Advisor at W•••• F•••• A•••••••

RED BANK, NJ | BETHESDA, MD

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Search this name across graphsid dfx:ria:c7f567f8-b573-4e8c-f734-53482f1d5e95

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Nov 14, 2002 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: W•••• F•••• A•••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Sep 28, 1998earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••• F•••• A•••••••	Wirehouse	Mar 18, 2024	n/a	yes	RED BANK, NJ\|BETHESDA, MD	Current employment
W•••• F•••• A•••••••	Wirehouse	Apr 3, 2003	Mar 18, 2024	no	LAKEWOOD, NJ\|POINT PLEASANT, NJ\|BRICK, NJ\|POINT PLEASANT BORO, NJ\|OAKHURST, NJ\|RED BANK, NJ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	W•••• F•••• A•••••••	Mar 18, 2024	Mar 18, 2024	0	Channel change	Wirehouse to wirehouse
Q•••• • R•••••• I•••	W•••• F•••• A•••••••	Apr 8, 2003	Apr 3, 2003

Team moves

••• Locked

Team	Left	Joined	From	Kind
19616:11025:NJ:2024-03-08	Mar 18, 2024	Mar 18, 2024	RED BANK, NJ	Firm change

Relationships

Registered with (3)

→ W•••• F•••• A•••••••Registered adviserregistration: current employment
Mar 18, 2024 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Apr 3, 2003 to Mar 18, 2024factForm ADV
→ Q•••• • R•••••• I•••Registered adviserregistration: previous registration
Nov 14, 2002 to Apr 8, 2003factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c7f567f8-b573-4e8c-f734-53482f1d5e95
First observed: Nov 14, 2002
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.