DFX Intelligence

J•••• E• S•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst27 years in industry

J•••• E• S•••••••

Advisor at B••••• H•••••

DALLAS, TX

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Search this name across graphsid dfx:ria:fd31ce77-f660-a5f0-3de8-0ac9a2e90760

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jan 20, 2004 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: B••••• H•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••• H•••••	Independent wealth	Mar 24, 2017	n/a	yes	DALLAS, TX	Current employment
F••••••• P••••••• T•••• C••••••• F••	n/a	Jan 13, 2005	Mar 28, 2007	no	DALLAS, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••••• A••••••• L••	F••••••• P••••••• T•••• C••••••• F••	Jan 26, 2017	Jan 13, 2005	-4,396	Firm change after gap	Other
F••••••• P••••••• T•••• C••••••• F••	B••••• H•••••	Mar 28, 2007	Mar 24, 2017

Relationships

Registered with (3)

→ B••••• H•••••Registered adviserregistration: current employment
Mar 24, 2017 to presentfactForm ADV
→ S•••••••• A••••••• L••Registered adviserregistration: previous registration
Jan 20, 2004 to Jan 26, 2017factForm ADV
→ F••••••• P••••••• T•••• C••••••• F••Registered adviserregistration: previous registration
Jan 13, 2005 to Mar 28, 2007factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fd31ce77-f660-a5f0-3de8-0ac9a2e90760
First observed: Jan 20, 2004
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.