DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jeffrey Rushworth Hill
Feed of 09/14/2026
At current firm
1 y
since Oct 11, 2024
In the industry
37 y
since Apr 5, 1989 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Osaic Wealth, Inc. BD affiliated currentsince Oct 11, 2024 · Queensbury, Ny
- American Portfolios Advisors, Inc formerAug 1, 2017 to Oct 11, 2024 · Holbrook, Ny
- Financial West Group formerJul 18, 2007 to Jul 31, 2017 · Traverse City, Mi
- Brookstreet Securities Corporation unclassifiedApr 3, 2007 to Jul 18, 2007 · San Juan Capistrano, Ca
Moves
a registration end followed by a registration begin elsewhere
- American Portfolios Advisors, Inc to Osaic Wealth, Inc.left Oct 11, 2024, registered Oct 11, 2024 (0 days) · corporate re-registration, not a move
- Financial West Group to American Portfolios Advisors, Incleft Jul 31, 2017, registered Aug 1, 2017 (1 days) · Other
- Brookstreet Securities Corporation to Financial West Groupleft Jul 18, 2007, registered Jul 18, 2007 (0 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 37derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address