DFX Intelligence

J••••••• N••••• M••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor12 years in industry

J••••••• N••••• M••••

Advisor at H••••• C••• W••••• M•••••••••

BAINBRIDGE ISLAND, WA

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Search this name across graphsid dfx:ria:ccea147a-ca01-459d-74af-4cd9d2e72f4b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Apr 6, 2020 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••• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H••••• C••• W••••• M•••••••••	Independent wealth	Mar 25, 2022	n/a	yes	BAINBRIDGE ISLAND, WA	Current employment
O•••••••••	Institutional manager	Nov 19, 2020	May 4, 2022	no	Bainbridge Island, WA\|OVERLAND PARK, KS

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O•••••••••	H••••• C••• W••••• M•••••••••	May 4, 2022	Mar 25, 2022	-40	Firm change after gap	Other
H•••••• T••••••• • K•••• L••	O•••••••••	Nov 20, 2020	Nov 19, 2020

Team moves

••• Locked

Team	Left	Joined	From	Kind
106766:318677:KS:2022-05-04	May 4, 2022	Mar 25, 2022	OVERLAND PARK, KS	Firm change after gap

Relationships

Registered with (3)

→ H••••• C••• W••••• M•••••••••Registered adviserregistration: current employment
Mar 25, 2022 to presentfactForm ADV
→ O•••••••••Registered adviserregistration: previous registration
Nov 19, 2020 to May 4, 2022factForm ADV
→ H•••••• T••••••• • K•••• L••Registered adviserregistration: previous registration
Apr 6, 2020 to Nov 20, 2020factForm ADV

Dated events

Occurred
May 4, 2022
Advisor changed firm
J••••••• N••••• M•••• left Onedigital for H••••• C••• W••••• M••••••••• (registered 2022-03-25)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ccea147a-ca01-459d-74af-4cd9d2e72f4b
First observed: Apr 6, 2020
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.