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••••• B•••• H•••••

V••••••• A•••••••• I•••BD affiliatedScottsdale, Azdual registrantIAPD 2898344

Certified Financial Planner

Feed of 09/14/2026

Also filed as J••••• B H•••••

At current firm

12 y

since Apr 14, 2014

In the industry

28 y

since Dec 1, 1997 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

V••••••• A•••••••• I••• BD affiliated current
since Apr 14, 2014 · Scottsdale, Az
U••• F•••••••• P••••••• S••••••• former
Dec 11, 2008 to Mar 7, 2014 · Scottsdale, Az
U••• I••••••••• S••••••• C•••••• no RAUM
Oct 15, 2007 to Dec 31, 2008 · Phoenix, Az
B••• O•• S••••••••• C••••••••• unclassified
Dec 4, 2003 to Jan 19, 2005 · Chandler, Az
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Nov 16, 2001 to Nov 7, 2003 · Scottsdale, Az

Moves

a registration end followed by a registration begin elsewhere

U••• F•••••••• P••••••• S••••••• to V••••••• A•••••••• I•••
left Mar 7, 2014, registered Apr 14, 2014 (38 days) · Other
U••• I••••••••• S••••••• C•••••• to U••• F•••••••• P••••••• S•••••••
left Dec 31, 2008, registered Dec 11, 2008 (-20 days) · corporate re-registration, not a move
B••• O•• S••••••••• C••••••••• to U••• I••••••••• S••••••• C••••••
left Jan 19, 2005, registered Oct 15, 2007 (999 days) · Other
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to B••• O•• S••••••••• C•••••••••
left Nov 7, 2003, registered Dec 4, 2003 (27 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: 28derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address