DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner14 years in industry

J••••••• B••••• H•••

Advisor at M••••••••• W•••••

FALL CITY, WA | Seattle, WA

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Search this name across graphsid dfx:ria:f114e9b1-ee0f-0914-ca05-89eea41c5d0d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jul 2, 2020 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: M••••••••• W•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••••• W•••••	Independent wealth	Jul 12, 2021	n/a	yes	FALL CITY, WA\|Seattle, WA	Current employment
V•••••• F•••••••• S••••••• L••	Former SEC adviser	Jul 2, 2020	Jun 16, 2021	no	ANN ARBOR, MI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V•••••• F•••••••• S••••••• L••	M••••••••• W•••••	Jun 16, 2021	Jul 12, 2021	26	Firm change	RIA to RIA

Relationships

Registered with (2)

→ M••••••••• W•••••Registered adviserregistration: current employment
Jul 12, 2021 to presentfactForm ADV
→ V•••••• F•••••••• S••••••• L••Registered adviserregistration: previous registration
Jul 2, 2020 to Jun 16, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f114e9b1-ee0f-0914-ca05-89eea41c5d0d
First observed: Jul 2, 2020
Last observed: Sep 15, 2026 7 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.