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••••••• P•••••• H•••••

R•••••• J•••• F•••••••• S••••••• A•••••••• I••BD affiliatedSouth Lyon, Mi dual registrantIAPD 2741059

Feed of 09/14/2026

Also filed as J••••••• P••••••

At current firm

0 y

since Jan 23, 2026

In the industry

26 y

since Mar 22, 2000 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated current
since Jan 23, 2026 · South Lyon, Mi
R•••••• J•••• • A••••••••• I••• national BD
Jun 2, 2023 to Dec 31, 2025 · St. Petersburg, Fl
V••••• C•••••• P••••••• independent RIA
Sep 20, 2019 to May 22, 2023 · Ann Arbor, Mi
C•••••• A••••••• BD affiliated
May 25, 2017 to Aug 28, 2019 · South Lyon, Mi
R•••••• J•••• • A••••••••• I••• national BD
Jun 11, 2014 to May 10, 2017 · Dearborn, Mi
R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated
Jun 4, 2010 to Jun 2, 2014 · Northville, Mi
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Mar 22, 2000 to Jul 9, 2008 · Detroit, Mi

Moves

a registration end followed by a registration begin elsewhere

R•••••• J•••• • A••••••••• I••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••
left Dec 31, 2025, registered Jan 23, 2026 (23 days) · corporate re-registration, not a move
V••••• C•••••• P••••••• to R•••••• J•••• • A••••••••• I•••
left May 22, 2023, registered Jun 2, 2023 (11 days) · RIA to affiliated broker-dealer or bank
C•••••• A••••••• to V••••• C•••••• P•••••••
left Aug 28, 2019, registered Sep 20, 2019 (23 days) · Affiliated broker-dealer or bank to independent RIA
R•••••• J•••• • A••••••••• I••• to C•••••• A•••••••
left May 10, 2017, registered May 25, 2017 (15 days) · Other
R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to R•••••• J•••• • A••••••••• I•••
left Jun 2, 2014, registered Jun 11, 2014 (9 days) · Other
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••
left Jul 9, 2008, registered Jun 4, 2010 (695 days) · Other

Signals

J••••••• P•••••• H••••• left V••••• C•••••• P••••••• for R•••••• J•••• • A••••••••• I••• (registered 2023-06-02)
May 22, 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: 26derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address