DFX Intelligence

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

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RIA / WealthAdvisor22 years in industry

P•••• J••• H••••

Advisor at E••••• W••••• A••••••• L•

SCOTTSDALE, AZ

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Jun 28, 2011 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••••• W••••• A••••••• L•
Current firm class: former SEC adviserderived
Book size: not public••• Locked
Industry start: Sep 10, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 7

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E••••• W••••• A••••••• L•	Former SEC adviser	Aug 30, 2021	n/a	yes	SCOTTSDALE, AZ	Current employment
V•••••• C•••••• M••••••••• I•••	Independent wealth	Aug 28, 2020	Oct 19, 2021	no	PHOENIX, AZ\|Scottsdale, AZ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V•••••• C•••••• M••••••••• I•••	E••••• W••••• A••••••• L•	Oct 19, 2021	Aug 30, 2021	-50	Firm change after gap	RIA to new firm
C••••••• P•••• W••••• M•••••••••	C••••••• P•••• W••••• M••••••••• L••	Sep 1, 2021	Aug 10, 2020

Relationships

Registered with (8)

→ E••••• W••••• A••••••• L•Registered adviserregistration: current employment
Aug 30, 2021 to presentfactForm ADV
→ V•••••• C•••••• M••••••••• I•••Registered adviserregistration: previous registration
Aug 28, 2020 to Oct 19, 2021factForm ADV
→ C••••••• P•••• W••••• M•••••••••Registered adviserregistration: previous registration
Aug 10, 2020 to Sep 1, 2021factForm ADV
→ C••••••• P•••• W••••• M••••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jun 28, 2011
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.