DFX Intelligence
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Registered advisor
J••• W••••• H•••••
Feed of 09/14/2026
Also filed as J••• H•••••
At current firm
12 y
since Oct 31, 2013
In the industry
29 y
since May 12, 1997 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, 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
- L•• F•••••••• L•• BD affiliated currentsince Oct 31, 2013 · Harrisburg, Pa
- W•••••• • R••• formerMar 13, 1998 to Nov 1, 2013 · Harrisburg, Pa
Moves
a registration end followed by a registration begin elsewhere
- W•••••• • R••• to L•• F•••••••• L••left Nov 1, 2013, registered Oct 31, 2013 (-1 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address