DFX Intelligence
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H••••••• WEALTH MANAGEMENT LLC, CRD 322723
ST JOSEPH, MI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| J•••• V••••••• H••••••• | Certified Financial Planner | ST JOSEPH, MI | 3 | 37 | 1 | yes |
| M•••••• A••••• D••••• | n/a | ST JOSEPH, MI | 2 | 16 |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | n/a | 0 | 0 | 0 | 1 | 0 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| U•• F•••••••• S••••••••• L•• | 2 | Oct 12, 2022 | Jan 6, 2026 | ST JOSEPH, MI | Team lift out | RIA to state RIA | 1.5% |
| yes |
| R••• J•••• H••••••• | Certified Financial Planner | ST JOSEPH, MI | Parker, CO | 0 | 10 | 1 | yes |