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Registered advisor

R••••• W• H•••

J••• M••••• S••••••••• L••wirehouseColumbus, Oh dual registrantIAPD 3225736

Feed of 09/15/2026

Also filed as Robert Hill

At current firm

0 y

since Dec 10, 2025

In the industry

27 y

since May 20, 1999 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

J••• M••••• S••••••••• L•• wirehouse current
since Dec 10, 2025 · Columbus, Oh
T• A••••••••• I••••••••• M••••••••• L•• former
Oct 12, 2022 to Sep 7, 2023 · Westlake, Tx
C•••••• S••••• • C••• I••• national BD
Oct 12, 2022 to Dec 18, 2024 · Westlake, Tx
S••••• W••••• A•••••••• I••• no RAUM
May 4, 2021 to Oct 19, 2022 · Westlake, Tx
T• A••••••••• I••••••••• M••••••••• L•• former
Aug 14, 2017 to May 11, 2021 · Fort Worth, Tx
T• A••••••••• I••• former
Aug 14, 2017 to May 11, 2021 · Westlake, Tx
S•••••••• A••••••• L•• national BD
Aug 16, 2011 to Mar 7, 2016 · Westlake, Tx
T• A••••••••• I••••••••• M••••••••• L•• former
May 21, 2009 to May 31, 2011 · Southlake, Tx
T• A••••••••• I••• former
May 21, 2009 to May 31, 2011 · Southlake, Tx
S•••••••• A••••••• L•• national BD
Jan 22, 2007 to Feb 19, 2009 · Houston, Tx

Moves

a registration end followed by a registration begin elsewhere

C•••••• S••••• • C••• I••• to J••• M••••• S••••••••• L••
left Dec 18, 2024, registered Dec 10, 2025 (357 days) · Affiliated broker-dealer or bank to wirehouse
T• A••••••••• I••••••••• M••••••••• L•• to C•••••• S••••• • C••• I•••
left Sep 7, 2023, registered Oct 12, 2022 (-330 days) · corporate re-registration, not a move
S••••• W••••• A•••••••• I••• to T• A••••••••• I••••••••• M••••••••• L••
left Oct 19, 2022, registered Oct 12, 2022 (-7 days) · channel change inside one enterprise, not a move
T• A••••••••• I••• to S••••• W••••• A•••••••• I•••
left May 11, 2021, registered May 4, 2021 (-7 days) · channel change inside one enterprise, not a move
T• A••••••••• I••••••••• M••••••••• L•• to T• A••••••••• I•••
left May 11, 2021, registered Aug 14, 2017 (-1366 days) · channel change inside one enterprise, not a move · moved with a team
S•••••••• A••••••• L•• to T• A••••••••• I••••••••• M••••••••• L••
left Mar 7, 2016, registered Aug 14, 2017 (525 days) · Other
T• A••••••••• I••• to T• A••••••••• I••••••••• M••••••••• L••
left May 31, 2011, registered May 21, 2009 (-740 days) · Other
T• A••••••••• I••••••••• M••••••••• L•• to T• A••••••••• I•••
left May 31, 2011, registered May 21, 2009 (-740 days) · channel change inside one enterprise, not a move
S•••••••• A••••••• L•• to T• A••••••••• I•••
left Feb 19, 2009, registered May 21, 2009 (91 days) · Affiliated broker-dealer or bank to a newly registered adviser

Signals

R••••• W• H••• left C•••••• S••••• • C••• I••• for J••• M••••• S••••••••• L•• (registered 2025-12-10)
Dec 18, 2024 · Advisor changed firm · fact

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: Wirehousederived
Years in industry: 27derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address