DFX Intelligence

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

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RIA / WealthAdvisor30 years in industry

G••• A••• H•••••••••

Advisor at J••• M•••• • A••••••••• I••

SCOTTSDALE, AZ | ALBUQUERQUE, NM

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Search this name across graphsid dfx:ria:f0c949a4-9226-0ba6-13e5-cc0ef10c18b4

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jul 15, 2008 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: J••• M•••• • A••••••••• I••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 22, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J••• M•••• • A••••••••• I••	Independent wealth	Mar 14, 2025	n/a	yes	ALBUQUERQUE, NM\|SCOTTSDALE, AZ	Current employment
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	Jul 26, 2016	Oct 19, 2020	no	ALBUQUERQUE, NM\|SCOTTSDALE, AZ\|Scotsdale, AZ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	J••• M•••• • A••••••••• I••	Oct 19, 2020	Mar 14, 2025	1,607	Firm change after gap	Ibd to RIA
U••• F•••••••• P••••••• S•••••••	R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Jun 21, 2016

Relationships

Registered with (3)

→ J••• M•••• • A••••••••• I••Registered adviserregistration: current employment
Mar 14, 2025 to presentfactForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Jul 26, 2016 to Oct 19, 2020factForm ADV
→ U••• F•••••••• P••••••• S•••••••Registered adviserregistration: previous registration
Jul 15, 2008 to Jun 21, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f0c949a4-9226-0ba6-13e5-cc0ef10c18b4
First observed: Jul 15, 2008
Last observed: Sep 15, 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.