DFX Intelligence

F••• P•••• F•••••••• C••••••••• I•••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

F••• P•••• F•••••••• C••••••••• I•••

CRD 115341

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Search this name across graphsid dfx:ria:f4b0894f-bbc9-224a-6590-662469b59815

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Mar 25, 2026 to Mar 25, 2026
1 observations

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $15.5M••• Locked
Discretionary RAUM: $0
Private client RAUM: $15.5Mderived••• Locked
Private client share: 100%derivedprivate client RAUM over total RAUM
Employees: 1
Advisory employees: 1
Offices

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
J•••• A•• R•••••	Certified Financial Planner	PHOENIX, AZ	27	32	n/a	yes

Relationships

Registered with (2)

← J•••• A•• R•••••Advisorregistration: current employment
Mar 9, 1999 to presentfactForm ADV
← P••••• H••••• B•••••Advisorregistration: previous registration
Apr 9, 2024 to Dec 31, 2024factForm ADV

Dated events

Occurred
Dec 31, 2024
Advisor departed, no destination yet
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f4b0894f-bbc9-224a-6590-662469b59815
First observed: Mar 25, 2026
Last observed: Mar 25, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds 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.