DFX Intelligence
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Registered advisor
J•••••• A••••• H••••••••
Certified Financial Planner
Feed of 09/15/2026
Also filed as J••• H••••••••• H••••••••
At current firm
16 y
since Aug 27, 2010
In the industry
27 y
since Jun 28, 1999 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
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 Aug 27, 2010 · Sarasota, Fl
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseAug 9, 2005 to Apr 6, 2010 · Tampa, Fl
- V•••• F•••••••• A•••••••• I••• BD affiliatedApr 12, 2000 to Aug 12, 2005 · Tampa, Fl
Moves
a registration end followed by a registration begin elsewhere
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Apr 6, 2010, registered Aug 27, 2010 (143 days) · Other
- V•••• F•••••••• A•••••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Aug 12, 2005, registered Aug 9, 2005 (-3 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
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address