DFX Intelligence

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

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RIA / WealthAdvisor13 years in industry

J••••••• O••• H•••

Advisor at T••••• F••••• C•••••• M••••••••• L••

Templeton, CA | SCOTTSDALE, AZ

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Search this name across graphsid dfx:ria:e17ed623-8c18-704b-60d9-ef457b38f3a3

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: May 1, 2013 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: T••••• F••••• C•••••• M••••••••• L••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Current registrations: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T••••• F••••• F••••• O•••••• L••	Independent wealth	Jan 16, 2023	n/a	yes	Templeton, CA	Current employment
T••••• F••••• C•••••• M••••••••• L••	Mixed wealth	Apr 29, 2021	n/a	yes	Templeton, CA\|SCOTTSDALE, AZ	Current employment

Relationships

Registered with (2)

→ T••••• F••••• F••••• O•••••• L••Registered adviserregistration: current employment
Jan 16, 2023 to presentfactForm ADV
→ T••••• F••••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Apr 29, 2021 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e17ed623-8c18-704b-60d9-ef457b38f3a3
First observed: May 1, 2013
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.