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.
Registered advisor
Joel Hernandez
Feed of 09/14/2026
At current firm
15 y
since Jan 3, 2011
In the industry
27 y
since Apr 6, 1999 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, 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
- Voya Financial Advisors, Inc. BD affiliated currentsince Jan 3, 2011 · El Paso, Tx
- Voya Financial Partners, LLC formerSep 23, 2008 to Jan 3, 2011 · Austin, Tx
- Strategic Financial Concepts, LLC independent RIAJul 13, 2007 to Sep 17, 2008 · San Antonio, Tx
- Oxford Asset Management, LLC formerMar 20, 2006 to Dec 31, 2006 · Mcallen, Tx
- Valic Financial Advisors, Inc. BD affiliatedApr 25, 2003 to Aug 4, 2005 · El Paso, Tx
Moves
a registration end followed by a registration begin elsewhere
- Voya Financial Partners, LLC to Voya Financial Advisors, Inc.left Jan 3, 2011, registered Jan 3, 2011 (0 days) · corporate re-registration, not a move
- Strategic Financial Concepts, LLC to Voya Financial Partners, LLCleft Sep 17, 2008, registered Sep 23, 2008 (6 days) · Other
- Oxford Asset Management, LLC to Strategic Financial Concepts, LLCleft Dec 31, 2006, registered Jul 13, 2007 (194 days) · Other
- Valic Financial Advisors, Inc. to Oxford Asset Management, LLCleft Aug 4, 2005, registered Mar 20, 2006 (228 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
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address