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

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RIA / WealthAdvisor34 years in industry

J•••• M•••••• H••••••

Advisor at M••••••••• I••••••••• A•• R••••••••• A•••••••• L••

WINSTON SALEM, NC

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Search this name across graphsid dfx:ria:f75a79d6-c37a-da06-7fee-7126491b355f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Sep 21, 2007 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: M••••••••• I••••••••• A•• R••••••••• A•••••••• L••
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 4, 1991earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••••• I••••••••• A•• R••••••••• A•••••••• L••	Institutional manager	Jan 5, 2017	n/a	yes	WINSTON SALEM, NC	Current employment
M••••••••• I••••••••• A•• R••••••••• A•••••••• L••	Institutional manager	May 20, 2009	Dec 31, 2016	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••••• P•••••••• R••••• C•••	M••••••••• I••••••••• A•• R••••••••• A•••••••• L••	Nov 14, 2008	May 20, 2009	187	Firm change	Other

Relationships

Registered with (2)

→ M••••••••• I••••••••• A•• R••••••••• A•••••••• L••Registered adviserregistration: previous registration
May 20, 2009 to Dec 31, 2016factForm ADV
→ C••••••••• P•••••••• R••••• C•••Registered adviserregistration: previous registration
Sep 21, 2007 to Nov 14, 2008factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f75a79d6-c37a-da06-7fee-7126491b355f
First observed: Sep 21, 2007
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.