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Registered advisor
J•••• M••••• H•••••
Feed of 09/15/2026
Also filed as J•••• M••••• H•••••
At current firm
15 y
since Jan 3, 2011
In the industry
27 y
since Jun 3, 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
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
- W•••• F•••• A••••••• wirehouse currentsince Jan 3, 2011 · Beaverton, Or
- W•••• F•••• I••••••••• L•• unclassifiedMar 11, 2010 to Jan 3, 2011 · Tigard, Or
- C•••• I••••••••• S••••••• C•••• formerMay 2, 2009 to Mar 15, 2010 · Beaverton, Or
- W••• I••••••••• I••• unclassifiedSep 1, 2005 to May 2, 2009 · Beaverton, Or
- P••••••• • C•••••• formerJan 3, 2005 to Aug 29, 2005 · Portland, Or
Moves
a registration end followed by a registration begin elsewhere
- W•••• F•••• I••••••••• L•• to W•••• F•••• A•••••••left Jan 3, 2011, registered Jan 3, 2011 (0 days) · corporate re-registration, not a move
- C•••• I••••••••• S••••••• C•••• to W•••• F•••• I••••••••• L••left Mar 15, 2010, registered Mar 11, 2010 (-4 days) · Other
- W••• I••••••••• I••• to C•••• I••••••••• S••••••• C••••left May 2, 2009, registered May 2, 2009 (0 days) · corporate re-registration, not a move
- P••••••• • C•••••• to W••• I••••••••• I•••left Aug 29, 2005, registered Sep 1, 2005 (3 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
- Wirehousederived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address