DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner16 years in industry

T••••••• J•••• H•••••••

Advisor at S•••••• C•••••• P•••••••

OMAHA, NE | Frisco, TX

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Search this name across graphsid dfx:ria:df389968-a930-f27b-8ab8-8b3ed654663f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jun 3, 2014 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: S•••••• C•••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 19, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S•••••• C•••••• P•••••••	Independent wealth	Aug 8, 2025	n/a	yes	OMAHA, NE\|Frisco, TX	Current employment
L•••• F•••••••• G••••	n/a	May 24, 2022	Dec 31, 2025	no	FRISCO, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•••• F•••••••• G••••	S•••••• C•••••• P•••••••	Dec 31, 2025	Aug 8, 2025	-145	Firm change after gap	Other
A••••••• F•••••••• A•••••••• L••	L•••• F•••••••• G••••	May 20, 2022	May 24, 2022

Relationships

Registered with (4)

→ S•••••• C•••••• P•••••••Registered adviserregistration: current employment
Aug 8, 2025 to presentfactForm ADV
→ L•••• F•••••••• G••••Registered adviserregistration: previous registration
May 24, 2022 to Dec 31, 2025factForm ADV
→ A••••••• F•••••••• A•••••••• L••Registered adviserregistration: previous registration
Oct 15, 2015 to May 20, 2022factForm ADV
→ N••••••••• M••••• I••••••••• S•••••••••

Dated events

Occurred
Dec 31, 2025
Advisor changed firm
T••••••• J•••• H••••••• left L•••• F•••••••• G•••• for S•••••• C•••••• P••••••• (registered 2025-08-08)
Form ADVobserved 7 days ago
Occurred
May 20, 2022
Advisor changed firm
T••••••• J•••• H••••••• left A••••••• F•••••••• A•••••••• L•• for L•••• F•••••••• G•••• (registered 2022-05-24)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:df389968-a930-f27b-8ab8-8b3ed654663f
First observed: Jun 3, 2014
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.