DFX Intelligence

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

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RIA / WealthAdvisor12 years in industry

J••••• D• W•••••

Advisor at F•••••••• P••••••• H•• L••

SAN ANTONIO, TX

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Search this name across graphsid dfx:ria:ff37ecaa-9236-57a2-c28c-aae6b4985a43

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Oct 22, 2014 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•••••••• P••••••• H•• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: May 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••••••• P••••••• H•• L••	State registered	Sep 9, 2022	n/a	yes	SAN ANTONIO, TX	Current employment
O•••• F•• I•••	Former SEC adviser	May 25, 2018	Sep 7, 2022	no	SAN ANTONIO, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O•••• F•• I•••	F•••••••• P••••••• H•• L••	Sep 7, 2022	Sep 9, 2022	2	Firm change	Ibd to state RIA
M•• I•••••••• S•••••••• L••	O•••• F•• I•••	May 30, 2018	May 25, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
3870:320613:TX:2022-09-07	Sep 7, 2022	Sep 9, 2022	SAN ANTONIO, TX	Firm change
10409:3870:TX:2018-05-30	May 30, 2018	May 25, 2018	SAN ANTONIO, TX	Firm change

Relationships

Registered with (4)

→ F•••••••• P••••••• H•• L••Registered adviserregistration: current employment
Sep 9, 2022 to presentfactForm ADV
→ O•••• F•• I•••Registered adviserregistration: previous registration
May 25, 2018 to Sep 7, 2022factForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
Mar 25, 2017 to May 30, 2018factForm ADV
→ M•• F•••••••• S•••••••• I•••

Dated events

Occurred
Sep 7, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ff37ecaa-9236-57a2-c28c-aae6b4985a43
First observed: Oct 22, 2014
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.