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.

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Registered advisor

J•• R•••••• H•••

C••••• I••••••••• A••••••• L••BD affiliatedWheeling, Wvdual registrantIAPD 4106827

Feed of 09/14/2026

Also filed as Jay R H•••

At current firm

1 y

since Sep 9, 2025

In the industry

22 y

since Nov 20, 2003 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

C••••• I••••••••• A••••••• L•• BD affiliated current
since Sep 9, 2025 · Wheeling, Wv
A•••••• A••••••• S••••••• former
Jan 7, 2021 to Sep 8, 2025 · Wheeling, Wv
M••••••• C••••• W••••• S•••••••• I••• independent RIA
Jul 27, 2011 to May 16, 2016 · Wheeling, Wv
L•• F•••••••• L•• BD affiliated
Oct 30, 2007 to Jul 1, 2011 · Pittsburgh, Pa
N•••••• I••••••••• I••• unclassified
Jan 21, 2005 to Sep 11, 2007 · Uniontown, Pa
A••••••••• F•••••••• S•••••••• L•• national BD
Nov 24, 2003 to Jan 7, 2005 · Bethel Park, Pa

Moves

a registration end followed by a registration begin elsewhere

A•••••• A••••••• S••••••• to C••••• I••••••••• A••••••• L••
left Sep 8, 2025, registered Sep 9, 2025 (1 days) · corporate re-registration, not a move
M••••••• C••••• W••••• S•••••••• I••• to A•••••• A••••••• S•••••••
left May 16, 2016, registered Jan 7, 2021 (1697 days) · Other
L•• F•••••••• L•• to M••••••• C••••• W••••• S•••••••• I•••
left Jul 1, 2011, registered Jul 27, 2011 (26 days) · Other
N•••••• I••••••••• I••• to L•• F•••••••• L••
left Sep 11, 2007, registered Oct 30, 2007 (49 days) · Other
A••••••••• F•••••••• S•••••••• L•• to N•••••• I••••••••• I•••
left Jan 7, 2005, registered Jan 21, 2005 (14 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: 22derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address