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

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RIA / WealthAdvisor17 years in industry

B••••••• J•••• H••••

Advisor at I••••••••• W••••• C••••••• L••

ESCONDIDO, CA

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Search this name across graphsid dfx:ria:cb520dfa-7862-2860-5f4a-279895034999

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Nov 3, 2008 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: I••••••••• W••••• C••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 28, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I••••••••• W••••• C••••••• L••	I•••••••••_WEALTH	Feb 9, 2026	n/a	yes	ESCONDIDO, CA	Current employment
O•••••••••	Institutional manager	Dec 3, 2018	Jan 16, 2025	no	San Diego, CA\|OVERLAND PARK, KS\|Escondido, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O•••••••••	I••••••••• W••••• C••••••• L••	Jan 16, 2025	Feb 9, 2026	389	Firm change	Other
I••••••••• F•••••••• P•••••••	O•••••••••	Dec 31, 2018	Dec 3, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
106766:284656:CA:2025-01-16	Jan 16, 2025	Feb 9, 2026	ESCONDIDO, CA	Firm change
125112:106766:CA:2018-12-24	Dec 31, 2018	Dec 3, 2018	SAN DIEGO, CA	Firm change

Relationships

Registered with (5)

→ I••••••••• W••••• C••••••• L••Registered adviserregistration: current employment
Feb 9, 2026 to presentfactForm ADV
→ O•••••••••Registered adviserregistration: previous registration
Dec 3, 2018 to Jan 16, 2025factForm ADV
→ I••••••••• F•••••••• P•••••••Registered adviserregistration: previous registration
Aug 1, 2014 to Dec 31, 2018factForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••

Dated events

Occurred
Jan 16, 2025
Advisor changed firm
B••••••• J•••• H•••• left Onedigital for I••••••••• W••••• C••••••• L•• (registered 2026-02-09)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cb520dfa-7862-2860-5f4a-279895034999
First observed: Nov 3, 2008
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.