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

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RIA / WealthAdvisorChartered Financial Consultant29 years in industry

J•••• H••••• J••••••

Advisor at S•••• A••••••• S••••••• I•••

COLBERT, WA | Colbert, WA

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Search this name across graphsid dfx:ria:dc02cc63-1549-183a-8466-20987fd61a6e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Feb 26, 2003 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: S•••• A••••••• S••••••• I•••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 22, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S•••• A••••••• S••••••• I•••	State registered	Apr 28, 2025	n/a	yes	COLBERT, WA\|Colbert, WA	Current employment
H•••••• T••••••• • K•••• L••	Independent wealth	May 24, 2005	Apr 5, 2007	no	COLORADO SPRINGS, CO\|COLORADO SPRINGS, CO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H•••••• T••••••• • K•••• L••	S•••• A••••••• S••••••• I•••	Apr 5, 2007	Apr 28, 2025	6,598	Firm change after gap	Other
P••• A••••• S••••••••• L••	H•••••• T••••••• • K•••• L••	May 25, 2005	May 24, 2005

Relationships

Registered with (3)

→ S•••• A••••••• S••••••• I•••Registered adviserregistration: current employment
Apr 28, 2025 to presentfactForm ADV
→ H•••••• T••••••• • K•••• L••Registered adviserregistration: previous registration
May 24, 2005 to Apr 5, 2007factForm ADV
→ P••• A••••• S••••••••• L••Registered adviserregistration: previous registration
Feb 26, 2003 to May 25, 2005factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dc02cc63-1549-183a-8466-20987fd61a6e
First observed: Feb 26, 2003
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.