DFX Intelligence
RIA Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Registered advisor
T••••• E•••• H••••••••
Feed of 09/14/2026
Also filed as Ted E•••• H••••••••
At current firm
16 y
since Nov 24, 2009
In the industry
27 y
since Dec 24, 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
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
- J• W• C••• A•••••••• I••• BD affiliated currentsince Nov 24, 2009 · St. Petersburg, Fl
- B••• O• A•••••• I••••••••• S•••••••• I••• unclassifiedJan 30, 2006 to Oct 22, 2009 · St. Petersburg, Fl
- W•••• F•••• A••••••• wirehouseJul 1, 2003 to Jan 30, 2006 · Clearwater, Fl
- P••••••••• E••••• G••••• L•• unclassifiedDec 24, 1998 to Jul 1, 2003 · Clearwater, Fl
Moves
a registration end followed by a registration begin elsewhere
- B••• O• A•••••• I••••••••• S•••••••• I••• to J• W• C••• A•••••••• I•••left Oct 22, 2009, registered Nov 24, 2009 (33 days) · Other
- W•••• F•••• A••••••• to B••• O• A•••••• I••••••••• S•••••••• I•••left Jan 30, 2006, registered Jan 30, 2006 (0 days) · Other
- P••••••••• E••••• G••••• L•• to W•••• F•••• A•••••••left Jul 1, 2003, registered Jul 1, 2003 (0 days) · corporate re-registration, not a move
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
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address