DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)31 years in industry

J•••• D• H••••••

Advisor at W•••• F•••• A•••••••

HOMEWOOD, AL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 3:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jan 16, 2004 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: W•••• F•••• A•••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Sep 1, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••• F•••• A•••••••	Wirehouse	Jun 1, 2023	n/a	yes	HOMEWOOD, AL	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Aug 10, 2012	Jun 6, 2023	no	PANAMA CITY, FL\|PENSACOLA, FL\|DESTIN, FL\|FORT WALTON BEACH, FL\|TUPELO, MS\|MERIDIAN, MS\|BIRMINGHAM, AL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	W•••• F•••• A•••••••	Jun 6, 2023	Jun 1, 2023	-5	Firm change	Wirehouse to wirehouse
M••••• S••••••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Dec 21, 2011	Aug 10, 2012

Team moves

••• Locked

Team	Left	Joined	From	Kind
7691:11025:AL:2023-06-06	Jun 6, 2023	Jun 1, 2023	BIRMINGHAM, AL	Firm change

Relationships

Registered with (5)

→ W•••• F•••• A•••••••Registered adviserregistration: current employment
Jun 1, 2023 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Aug 10, 2012 to Jun 6, 2023factForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Jun 1, 2009 to Dec 21, 2011factForm ADV
→ M••••• S•••••• • C•• L••Registered adviser

Dated events

Order

Occurred
6 Jun 2023
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jan 16, 2004
Last observed: Sep 14, 2026 10 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.