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

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RIA / WealthAdvisorCertified Financial Planner19 years in industry

M•••••• J••• H•••••

Advisor at O••• W••••• N••••••

POTTSTOWN, PA

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:da5581c6-061d-0f92-60b8-fe7f0eb1293b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: May 25, 2007 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: O••• W••••• N••••••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 24, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 6

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
O••• W••••• N••••••	State registered	Jan 2, 2019	n/a	yes	POTTSTOWN, PA	Current employment
O•••• W•••••• I•••	Bd affiliated wealth	Dec 9, 2016	Dec 18, 2018	no	SCOTTSDALE, AZ\|SCOTTSDALE, AZ\|FT. WASHINGTON, PA

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
O•••• W•••••• I•••	O••• W••••• N••••••	Dec 18, 2018	Jan 2, 2019	15	Firm change	Ibd to state RIA
R••••••••• A••••••• S••••••• C•••	O•••• W•••••• I•••	Oct 31, 2017

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
108609:23131:PA:2017-10-31	Oct 31, 2017	Dec 9, 2016	FORT WASHINGTON, PA	Firm change after gap

Relationships

Registered with (7)

→ O••• W••••• N••••••Registered adviserregistration: current employment
Jan 2, 2019 to presentfactForm ADV
→ O•••• W•••••• I•••Registered adviserregistration: previous registration
Dec 9, 2016 to Dec 18, 2018factForm ADV
→ R••••••••• A••••••• S••••••• C•••Registered adviserregistration: previous registration
Jan 15, 2015 to Oct 31, 2017factForm ADV
→ M••• L••• F•••••••• A•••••••• L•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:da5581c6-061d-0f92-60b8-fe7f0eb1293b
First observed: May 25, 2007
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.