DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)13 years in industry

J••• D•••• W••••• H•••

Advisor at A••••••• W••••• M••••••••• L••

WESLEY CHAPEL, FL

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Search this name across graphsid dfx:ria:efeff029-3a28-f97b-24ac-2c2721f6b6ef

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Nov 28, 2012 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: A••••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 21, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••••• W••••• M••••••••• L••	Independent wealth	Jul 28, 2026	n/a	yes	WESLEY CHAPEL, FL	Current employment
J••• M••••• S••••••••• L••	Wirehouse	Jun 2, 2022	Aug 6, 2026	no	Tampa, FL\|Tampa, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J••• M••••• S••••••••• L••	A••••••• W••••• M••••••••• L••	Aug 6, 2026	Jul 28, 2026	-9	Firm change	Wirehouse to RIA
W•••• F•••• A•••••••	J••• M••••• S••••••••• L••	Jun 7, 2022	Jun 2, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
19616:79:FL:2022-06-07	Jun 7, 2022	Jun 2, 2022	TAMPA, FL	Firm change

Relationships

Registered with (4)

→ A••••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Jul 28, 2026 to presentfactForm ADV
→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
Jun 2, 2022 to Aug 6, 2026factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Mar 29, 2019 to Jun 7, 2022factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

Occurred
Aug 6, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jun 7, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:efeff029-3a28-f97b-24ac-2c2721f6b6ef
First observed: Nov 28, 2012
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.