DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner13 years in industry

J••• M•••••• H•••••

Advisor at M•••• G•••• W••••• M••••••••• I•••

MINNETONKA, MN

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Search this name across graphsid dfx:ria:d713b25e-6373-8209-80a2-7ab65af1fc91

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 18, 2017 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: M•••• G•••• W••••• M••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••• G•••• W••••• M••••••••• I•••	I•••••••••_WEALTH	Jan 21, 2022	n/a	yes	MINNETONKA, MN	Current employment
I••••••••• F•••••••• G••••• L••	Bd affiliated wealth	Oct 15, 2019	Oct 29, 2021	no	BLOOMINGTON, MN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I••••••••• F•••••••• G••••• L••	M•••• G•••• W••••• M••••••••• I•••	Oct 29, 2021	Jan 21, 2022	84	Firm change	Ibd to RIA
M••••• S••••••	I••••••••• F•••••••• G••••• L••	Oct 16, 2019	Oct 15, 2019

Relationships

Registered with (4)

→ M•••• G•••• W••••• M••••••••• I•••Registered adviserregistration: current employment
Jan 21, 2022 to presentfactForm ADV
→ I••••••••• F•••••••• G••••• L••Registered adviserregistration: previous registration
Oct 15, 2019 to Oct 29, 2021factForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Nov 1, 2018 to Oct 16, 2019factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d713b25e-6373-8209-80a2-7ab65af1fc91
First observed: Sep 18, 2017
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.