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

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RIA / WealthAdvisor23 years in industry

J••• W•••••• H••••

Advisor at F••••• R••••••••• S•••••••

SAN JOSE, CA

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Search this name across graphsid dfx:ria:f7aedde3-1022-e589-0c35-9fe171bb468b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Mar 20, 2006 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: F••••• R••••••••• S•••••••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 30, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 19derivedfrom 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
F••••• R••••••••• S•••••••	State registered	Mar 13, 2007	n/a	yes	SAN JOSE, CA	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Feb 7, 2012	Mar 24, 2023	no	SAN JOSE, CA\|SAN DIEGO, CA\|SAN JOSE, CA\|SAN JOSE, CA

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
L•• F•••••••• L••	n/a	Mar 24, 2023	n/a	n/a	Departure no registered destination	Departure
R•••••• J•••• F•••••••• S•••••••• I•••	F••••• R••••••••• S•••••••	Mar 21, 2007	Mar 13, 2007

Relationships

Registered with (3)

→ F••••• R••••••••• S•••••••Registered adviserregistration: current employment
Mar 13, 2007 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Feb 7, 2012 to Mar 24, 2023factForm ADV
→ R•••••• J•••• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Mar 20, 2006 to Mar 21, 2007factForm ADV

Dated events

Occurred
Mar 24, 2023
Advisor departed, no destination yet
J••• W•••••• H•••• no longer registered at L•• F•••••••• L••; no later IA registration on IAPD
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f7aedde3-1022-e589-0c35-9fe171bb468b
First observed: Mar 20, 2006
Last observed: Sep 14, 2026 7 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.