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Registered advisor
D••••• H••••• L•••••
R•••••• J•••• F•••••••• S••••••• A•••••••• I••BD affiliatedNorth Canton, Ohdual registrantIAPD 3064038
Certified Financial Planner
Feed of 09/14/2026
Also filed as Dan H••••• L•••••
At current firm
10 y
since Sep 12, 2016
In the industry
28 y
since Jul 1, 1998 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
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
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated currentsince Sep 12, 2016 · North Canton, Oh
- I••••••••• F•••••••• P••••••• BD affiliatedMay 17, 2011 to Sep 12, 2016 · Canton, Oh
- L•• F•••••••• L•• BD affiliatedMay 3, 2011 to May 3, 2011 · Canton, Oh
- N•• A•••••• S•••••••• L•• formerOct 7, 2005 to May 20, 2011 · Canton, Oh
Moves
a registration end followed by a registration begin elsewhere
- I••••••••• F•••••••• P••••••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Sep 12, 2016, registered Sep 12, 2016 (0 days) · Other
- N•• A•••••• S•••••••• L•• to L•• F•••••••• L••left May 20, 2011, registered May 3, 2011 (-17 days) · Other
- L•• F•••••••• L•• to I••••••••• F•••••••• P•••••••left May 3, 2011, registered May 17, 2011 (14 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