R••••• J• H••••

Advisor at A•••• • A••••••• G••••• P•••••••

New York, NY | WESTPORT, CT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f2c2752b-c8dd-524c-0653-511f588e6f53

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 0
On other graphs: 0
Observed: Jun 19, 2002 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: A•••• • A••••••• G••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 30, 1995earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 10

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•••• • A••••••• G••••• P•••••••	Independent wealth	Nov 29, 2021	n/a	yes	WESTPORT, CT\|New York, NY	Current employment
E••••• J••••	National bd RIA	Sep 28, 2018	Nov 29, 2021	no	NORWALK, CT	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E••••• J••••	A•••• • A••••••• G••••• P•••••••	Nov 29, 2021	Nov 29, 2021	0	Firm change	Ibd to RIA
O••••••••• • C•• I•••	E••••• J••••	Jul 6, 2018	Sep 28, 2018

Relationships

Registered with (10)

→ A•••• • A••••••• G••••• P•••••••Registered adviserregistration: current employment
Nov 29, 2021 to presentfactForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Sep 28, 2018 to Nov 29, 2021factForm ADV
→ O••••••••• • C•• I•••Registered adviserregistration: previous registration
Apr 10, 2017 to Jul 6, 2018factForm ADV
→ L•• F•••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f2c2752b-c8dd-524c-0653-511f588e6f53
First observed: Jun 19, 2002
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.