DFX Intelligence

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

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RIA / WealthAdvisor39 years in industry

H• J••••• D•••••••••

Advisor at F••••• B••••• C••••••

OAKLAND, CA

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Search this name across graphsid dfx:ria:e7ba0cb9-3269-7920-3b3f-1f4bb7b1257b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 2
Observed: Dec 16, 2005 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

H• J••••• D•••••••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Venture Capitalidentity

H• J••••• D•••••••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: F••••• B••••• C••••••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Aug 21, 1987earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••••• B••••• C••••••	Asset manager	Jan 1, 2026	n/a	yes	OAKLAND, CA	Current employment
N•• C•••••• A•••• M••••••••• I•••	Former SEC adviser	May 23, 2018	Jul 11, 2018	no	Oakland, CA\|BEVERLY HILLS, CA\|San Francisco, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N•• C•••••• A•••• M••••••••• I•••	F••••• B••••• C••••••	Jul 11, 2018	Jan 1, 2026	2,731	Firm change after gap	Other
I••••••• C•••••• P•••••••	V•• P•••• C•••••• L••	Dec 31, 2014	Feb 21, 2013

Relationships

Registered with (7)

→ F••••• B••••• C••••••Registered adviserregistration: current employment
Jan 1, 2026 to presentfactForm ADV
→ N•• C•••••• A•••• M••••••••• I•••Registered adviserregistration: previous registration
May 23, 2018 to Jul 11, 2018factForm ADV
→ I••••••• C•••••• P•••••••Registered adviserregistration: previous registration
May 30, 2012 to Dec 31, 2014factForm ADV
→ V•• P•••• C•••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e7ba0cb9-3269-7920-3b3f-1f4bb7b1257b
First observed: Dec 16, 2005
Last observed: Sep 14, 2026 9 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.