DFX Intelligence

A•••••••• N••••• K••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Analyst13 years in industry

A•••••••• N••••• K••••

Advisor at T••••• J• H••••••• A•••••••• I•••

New York, NY | MIAMI BEACH, FL

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Search this name across graphsid dfx:ria:d9611531-aaf6-c356-3b1c-3eef3741797f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Sep 26, 2012 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: T••••• J• H••••••• A•••••••• I•••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Sep 24, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T••••• J• H••••••• A•••••••• I•••	Other adviser	Dec 22, 2025	n/a	yes	New York, NY\|MIAMI BEACH, FL	Current employment
A•••• I•••••••• A•••••••	Former SEC adviser	Jan 9, 2017	May 17, 2018	no	New York, NY\|CHICAGO, IL\|New York, NY

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••• I•••••••• A•••••••	T••••• J• H••••••• A•••••••• I•••	May 17, 2018	Dec 22, 2025	2,776	Firm change after gap	Other
B••••••••• P•••••••	A•••• I•••••••• A•••••••	Aug 23, 2016	Jan 9, 2017

Relationships

Registered with (3)

→ T••••• J• H••••••• A•••••••• I•••Registered adviserregistration: current employment
Dec 22, 2025 to presentfactForm ADV
→ A•••• I•••••••• A•••••••Registered adviserregistration: previous registration
Jan 9, 2017 to May 17, 2018factForm ADV
→ B••••••••• P•••••••Registered adviserregistration: previous registration
Sep 26, 2012 to Aug 23, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d9611531-aaf6-c356-3b1c-3eef3741797f
First observed: Sep 26, 2012
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.