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•••••• D••• H••••••

R••••• W• B•••• • C•• I•••••••••mixed wealthOmaha, Ne dual registrantIAPD 2880973

Feed of 09/14/2026

Also filed as Jeff H••••••

At current firm

2 y

since Feb 8, 2024

In the industry

27 y

since May 14, 1999 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

R••••• W• B•••• • C•• I••••••••• mixed wealth current
since Feb 8, 2024 · Omaha, Ne
C•••••• S••••• • C••• I••• national BD
Jan 26, 2022 to Jan 10, 2024 · Omaha, Ne
T• A••••••••• I••• former
Jul 16, 2013 to Jan 19, 2022 · O••••, Ne
M••••• O• O•••• I••••••• S•••••••• I••• independent RIA
Jan 25, 2012 to Mar 13, 2013 · O••••, Ne
B••••••• I••••••••• S•••••••• I••• ••••• former
Jun 21, 2006 to Nov 28, 2011 · O••••, Ne

Moves

a registration end followed by a registration begin elsewhere

C•••••• S••••• • C••• I••• to R••••• W• B•••• • C•• I•••••••••
left Jan 10, 2024, registered Feb 8, 2024 (29 days) · Affiliated broker-dealer or bank to independent RIA
T• A••••••••• I••• to C•••••• S••••• • C••• I•••
left Jan 19, 2022, registered Jan 26, 2022 (7 days) · channel change inside one enterprise, not a move
M••••• O• O•••• I••••••• S•••••••• I••• to T• A••••••••• I•••
left Mar 13, 2013, registered Jul 16, 2013 (125 days) · Other
B••••••• I••••••••• S•••••••• I••• ••••• to M••••• O• O•••• I••••••• S•••••••• I•••
left Nov 28, 2011, registered Jan 25, 2012 (58 days) · Other

Signals

J•••••• D••• H•••••• left C•••••• S••••• • C••• I••• for R••••• W• B•••• • C•• I••••••••• (registered 2024-02-08)
Jan 10, 2024 · 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: Wealth manager with institutional or fund businessderived
Years in industry: 27derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address