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

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RIA / WealthAdvisor25 years in industry

J•• F•••••••• H••••••

Advisor at P•••••• I••••••••• W••••• A•••••••• L••

LEAWOOD, KS

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Search this name across graphsid dfx:ria:f4dbe8c6-2130-de73-30af-1d585484e5e1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Feb 26, 2001 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: P•••••• I••••••••• W••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 4, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•••••• I••••••••• W••••• A•••••••• L••	Independent wealth	Nov 20, 2024	n/a	yes	LEAWOOD, KS	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Jul 19, 2023	Oct 14, 2024	no	WINFIELD, KS\|DERBY, KS\|WICHITA, KS\|WICHITA, KS\|OKLAHOMA CITY, OK\|EDMOND, OK\|NEWTON, KS\|WARR ACRES, OK\|OKLAHOMA CITY, OK\|ENID, OK\|KANSAS CITY, MO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	P•••••• I••••••••• W••••• A•••••••• L••	Oct 14, 2024	Nov 20, 2024	37	Firm change	Ibd to RIA
B••••••• I••••••••• S•••••••• I••• •••••	L•• F•••••••• L••	Jul 19, 2023	Jul 19, 2023

Relationships

Registered with (7)

→ P•••••• I••••••••• W••••• A•••••••• L••Registered adviserregistration: current employment
Nov 20, 2024 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Jul 19, 2023 to Oct 14, 2024factForm ADV
→ B••••••• I••••••••• S•••••••• I••• •••••Registered adviserregistration: previous registration
Aug 6, 2014 to Jul 19, 2023factForm ADV
→ S•• I••••••••• I•••

Dated events

Occurred
Oct 14, 2024
Advisor changed firm
J•• F•••••••• H•••••• left L•• F•••••••• L•• for P•••••• I••••••••• W••••• A•••••••• L•• (registered 2024-11-20)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f4dbe8c6-2130-de73-30af-1d585484e5e1
First observed: Feb 26, 2001
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.