DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)20 years in industry

J•• N••• H•••

Advisor at E•••••••• P•••• W••••• P•••••••• L••

DENVER, CO | Farmington Hills, MI

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Search this name across graphsid dfx:ria:df887438-561c-af82-2dd6-fec2cc84e087

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Sep 24, 2010 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: E•••••••• P•••• W••••• P•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••••••• P•••• W••••• P•••••••• L••	Independent wealth	Jul 11, 2025	n/a	yes	Farmington Hills, MI\|DENVER, CO	Current employment
R•••••• J•••• • A••••••••• I•••	National bd RIA	Sep 24, 2010	Jul 15, 2025	no	Farmington Hills, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• • A••••••••• I•••	E•••••••• P•••• W••••• P•••••••• L••	Jul 15, 2025	Jul 11, 2025	-4	Firm change	Ibd to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
705:137068:MI:2025-07-14	Jul 15, 2025	Jul 11, 2025	FARMINGTON HILLS, MI	Firm change

Relationships

Registered with (2)

→ E•••••••• P•••• W••••• P•••••••• L••Registered adviserregistration: current employment
Jul 11, 2025 to presentfactForm ADV
→ R•••••• J•••• • A••••••••• I•••Registered adviserregistration: previous registration
Sep 24, 2010 to Jul 15, 2025factForm ADV

Dated events

Occurred
Jul 15, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:df887438-561c-af82-2dd6-fec2cc84e087
First observed: Sep 24, 2010
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.