J•••• A•• H••••

Advisor at W••••••••• R••••••••• A•••••••

••• Locked

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d1aeeb87-31c2-4aed-f0fc-f8b6df45ef17

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jul 18, 2006 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••••••••• R••••••••• A•••••••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Mar 28, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••••••••• R••••••••• A•••••••	Institutional manager	Dec 21, 2018	n/a	yes	Maitland, FL\|ALISO VIEJO, CA	Current employment
F•••••••• F••••	Institutional manager	Jun 20, 2018	n/a	yes	MAITLAND, FL	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	F•••••••• F••••	Oct 26, 2018	Jun 20, 2018	-128	Firm change after gap	Other
S•••••••• F••••••••• I•••	L•• F•••••••• L••	May 18, 2011	May 27, 2011

Relationships

Registered with (4)

→ W••••••••• R••••••••• A•••••••Registered adviserregistration: current employment
Dec 21, 2018 to presentfactForm ADV
→ F•••••••• F••••Registered adviserregistration: current employment
Jun 20, 2018 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
May 27, 2011 to Oct 26, 2018factForm ADV
→ S•••••••• F••••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d1aeeb87-31c2-4aed-f0fc-f8b6df45ef17
First observed: Jul 18, 2006
Last observed: Sep 15, 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.