DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)21 years in industry

J•••••• R••• H•••

Advisor at C•••••• A•••••••

Kennett Square, PA | KENNETT SQUARE, PA

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Search this name across graphsid dfx:ria:fd0cc2a6-97b7-f4e0-fad4-1c7348eac8fa

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 22, 2010 to Sep 15, 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: C•••••• A•••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Sep 30, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L••••• S••••••••• L••	Independent wealth	Nov 22, 2022	n/a	yes	KENNETT SQUARE, PA	Current employment
C•••••• A•••••••	Bd affiliated wealth	Nov 29, 2012	n/a	yes	Kennett Square, PA	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••••• A•••••••• I••	L•••••• I•••••••••	Jun 1, 2012	Jun 1, 2012	0	Bulk transfer	Other

Relationships

Registered with (4)

→ L••••• S••••••••• L••Registered adviserregistration: current employment
Nov 22, 2022 to presentfactForm ADV
→ C•••••• A•••••••Registered adviserregistration: current employment
Nov 29, 2012 to presentfactForm ADV
→ L•••••• I•••••••••Registered adviserregistration: current employment
Jun 1, 2012 to presentfactForm ADV
→ C••••••••• A•••••••• I••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fd0cc2a6-97b7-f4e0-fad4-1c7348eac8fa
First observed: Mar 22, 2010
Last observed: Sep 15, 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.