DFX Intelligence

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

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RIA / WealthAdvisor40 years in industry

R••••• J•••• H••••••

Advisor at V•••••• A•••• M••••••••• I•••

Bonita Springs, FL | SAINT LOUIS, MO

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Search this name across graphsid dfx:ria:f3b1bbd3-08a7-de4f-2f70-5754a9d43d76

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Aug 23, 2000 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: V•••••• A•••• M••••••••• I•••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Mar 26, 1986earliest registration or exam on IAPD
Years in industry: 40derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••••• A•••• M••••••••• I•••	State registered	Aug 8, 2017	n/a	yes	SAINT LOUIS, MO\|Bonita Springs, FL	Current employment
A••••••• P••••••••• A•••••••• I••	Former SEC adviser	Feb 28, 2012	Jul 6, 2017	no	HOLBROOK, NY

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••• P••••••••• A•••••••• I••	V•••••• A•••• M••••••••• I•••	Jul 6, 2017	Aug 8, 2017	33	Firm change	Other
P•••••• W••• F•••••••• C••••••••• I••	A••••••• P••••••••• A•••••••• I••	Feb 15, 2012	Feb 28, 2012

Relationships

Registered with (6)

→ V•••••• A•••• M••••••••• I•••Registered adviserregistration: current employment
Aug 8, 2017 to presentfactForm ADV
→ A••••••• P••••••••• A•••••••• I••Registered adviserregistration: previous registration
Feb 28, 2012 to Jul 6, 2017factForm ADV
→ P•••••• W••• F•••••••• C••••••••• I••Registered adviserregistration: previous registration
Aug 3, 2009 to Feb 15, 2012factForm ADV
→ B••• O• A•••••• I••••••••• S•••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f3b1bbd3-08a7-de4f-2f70-5754a9d43d76
First observed: Aug 23, 2000
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.