DFX Intelligence

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

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RIA / WealthAdvisor23 years in industry

J••••• S•••• H••

Advisor at W••••••• C••••••

COLLEGE STATION, TX | AUSTIN, TX

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Search this name across graphsid dfx:ria:e1509408-2cf5-ef9c-4493-3805aa555bfe

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Aug 25, 2003 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: W••••••• C••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 22, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom 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
W••••••• C••••••	Independent wealth	Jan 6, 2025	n/a	yes	COLLEGE STATION, TX\|AUSTIN, TX	Current employment
E•••••• R••••••••• • I••••••••• C••••••••• L•••••	n/a	Oct 6, 2016	Apr 3, 2025	no	COLLEGE STATION, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••• R••••••••• • I••••••••• C••••••••• L•••••	W••••••• C••••••	Apr 3, 2025	Jan 6, 2025	-87	Firm change after gap	Other
W•••• F•••• A•••••••	E•••••• R••••••••• • I••••••••• C••••••••• L•••••	Sep 19, 2016	Oct 6, 2016

Team moves

••• Locked

Team	Left	Joined	From	Kind
159503:133705:TX:2025-04-03	Apr 3, 2025	Jan 6, 2025	COLLEGE STATION, TX	Firm change after gap

Relationships

Registered with (4)

→ W••••••• C••••••Registered adviserregistration: current employment
Jan 6, 2025 to presentfactForm ADV
→ E•••••• R••••••••• • I••••••••• C••••••••• L•••••Registered adviserregistration: previous registration
Oct 6, 2016 to Apr 3, 2025factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Jan 1, 2008 to Sep 19, 2016factForm ADV
→ A• G• E•••••• • S•••• I•••Registered adviserregistration: previous registration

Dated events

Occurred
Apr 3, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e1509408-2cf5-ef9c-4493-3805aa555bfe
First observed: Aug 25, 2003
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.