DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

J••••• H••• H•••

Advisor at P••••••• A•••••••• L••

HOUSTON, TX | SAN FRANCISCO, CA

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Search this name across graphsid dfx:ria:ea7b3599-31ec-3754-1851-62927a974785

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Apr 3, 2017 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: P••••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 27, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom 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
P••••••• A•••••••• L••	Independent wealth	Jun 28, 2025	n/a	yes	HOUSTON, TX\|SAN FRANCISCO, CA	Current employment
T•• C••••• G••••	Independent wealth	Oct 21, 2020	Feb 25, 2025	no	HOUSTON, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•• C••••• G••••	P••••••• A•••••••• L••	Feb 25, 2025	Jun 28, 2025	123	Firm change	RIA to RIA
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	T•• C••••• G••••	Oct 2, 2020	Oct 21, 2020

Team moves

••• Locked

Team	Left	Joined	From	Kind
149018:310163:TX:2020-10-02	Oct 2, 2020	Oct 21, 2020	HOUSTON, TX	Firm change

Relationships

Registered with (4)

→ P••••••• A•••••••• L••Registered adviserregistration: current employment
Jun 28, 2025 to presentfactForm ADV
→ T•• C••••• G••••Registered adviserregistration: previous registration
Oct 21, 2020 to Feb 25, 2025factForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Aug 7, 2020 to Oct 2, 2020factForm ADV
→ W•••• F•••• A•••••••

Dated events

Occurred
Feb 25, 2025
Advisor changed firm
J••••• H••• H••• left T•• C••••• G•••• for P••••••• A•••••••• L•• (registered 2025-06-28)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ea7b3599-31ec-3754-1851-62927a974785
First observed: Apr 3, 2017
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.