DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)31 years in industry

W•••••• J• H•••••

Advisor at W••••••• M••••••••• C•••

DALLAS, TX

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Search this name across graphsid dfx:ria:d7957106-ccca-aedd-d6d4-733f67e65b35

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Apr 23, 2004 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: W••••••• M••••••••• C•••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Jun 14, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••••••• M••••••••• C•••	Other adviser	Nov 1, 2019	n/a	yes	DALLAS, TX	Current employment
I•••••• A•••••••• I•••	Asset manager	Jun 7, 2010	May 31, 2019	no	ATLANTA, GA\|MILTON, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I•••••• A•••••••• I•••	W••••••• M••••••••• C•••	May 31, 2019	Nov 1, 2019	154	Firm change	Other
V•• K••••• A••••••• I••	I•••••• A•••••••• I•••	Jun 3, 2010	Jun 7, 2010

Relationships

Registered with (3)

→ W••••••• M••••••••• C•••Registered adviserregistration: current employment
Nov 1, 2019 to presentfactForm ADV
→ I•••••• A•••••••• I•••Registered adviserregistration: previous registration
Jun 7, 2010 to May 31, 2019factForm ADV
→ V•• K••••• A••••••• I••Registered adviserregistration: previous registration
Apr 23, 2004 to Jun 3, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d7957106-ccca-aedd-d6d4-733f67e65b35
First observed: Apr 23, 2004
Last observed: Sep 14, 2026 9 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.