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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

J••••• M•••••• H•••••

P••••••• F•••••••• S•••••••• I•••BD affiliatedPunta Gorda, Fldual registrantIAPD 2689484

Certified Financial Planner

Feed of 09/14/2026

Also filed as Josh H•••••

At current firm

3 y

since Mar 27, 2023

In the industry

30 y

since Feb 22, 1996 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

P••••••• F•••••••• S•••••••• I••• BD affiliated current
since Mar 27, 2023 · Punta Gorda, Fl
W•••• F•••• A••••••• wirehouse
Sep 19, 2014 to Mar 27, 2023 · Punta Gorda, Fl
W•••• F•••• A••••••• wirehouse
Jan 1, 2008 to Sep 19, 2014 · Punta Gorda, Fl
A• G• E•••••• • S•••• I••• unclassified
Jan 29, 1998 to Jan 1, 2008 · Port Charlotte, Fl

Moves

a registration end followed by a registration begin elsewhere

W•••• F•••• A••••••• to P••••••• F•••••••• S•••••••• I•••
left Mar 27, 2023, registered Mar 27, 2023 (0 days) · Wirehouse to independent RIA
W•••• F•••• A••••••• to W•••• F•••• A•••••••
left Sep 19, 2014, registered Sep 19, 2014 (0 days) · channel change inside one enterprise, not a move
A• G• E•••••• • S•••• I••• to W•••• F•••• A•••••••
left Jan 1, 2008, registered Jan 1, 2008 (0 days) · corporate re-registration, not a move

Signals

J••••• M•••••• H••••• left W•••• F•••• A••••••• for P••••••• F•••••••• S•••••••• I••• (registered 2023-03-27)
Mar 27, 2023 · Advisor changed firm · fact

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: 30derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address