DFX Intelligence

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

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RIA / WealthAdvisor33 years in industry

P••• J••••• H••••••••

Advisor at H•••• P••••••

ORLANDO, FL

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Search this name across graphsid dfx:ria:f0725609-9d7d-aad3-040c-e217a5fb96ff

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jun 18, 1996 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: H•••• P••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 25, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H•••• P••••••	Independent wealth	Feb 4, 2024	n/a	yes	ORLANDO, FL	Current employment
A••••• A•••••••	Independent wealth	Oct 6, 2009	Jul 3, 2024	no	WINTER PARK, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••• A•••••••	H•••• P••••••	Jul 3, 2024	Feb 4, 2024	-150	Firm change after gap	RIA to new firm
H••• L••	A••••• A•••••••	Aug 26, 2009	Oct 6, 2009

Team moves

••• Locked

Team	Left	Joined	From	Kind
141006:329012:FL:2024-07-03	Jul 3, 2024	Feb 4, 2024	WINTER PARK, FL	Firm change after gap

Relationships

Registered with (4)

→ H•••• P••••••Registered adviserregistration: current employment
Feb 4, 2024 to presentfactForm ADV
→ A••••• A•••••••Registered adviserregistration: previous registration
Oct 6, 2009 to Jul 3, 2024factForm ADV
→ H••• L••Registered adviserregistration: previous registration
May 18, 2005 to Aug 26, 2009factForm ADV
→ W•• C•••••• M••••••••• L••Registered adviserregistration: previous registration

Dated events

Occurred
Jul 3, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f0725609-9d7d-aad3-040c-e217a5fb96ff
First observed: Jun 18, 1996
Last observed: Sep 14, 2026 8 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.