DFX Intelligence
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Registered advisor
M••• J••••• H••••
Feed of 09/14/2026
At current firm
18 y
since Mar 6, 2008
In the industry
22 y
since Jun 4, 2004 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- A••••• A•• P••••••• S••••••• BD affiliated currentsince Mar 6, 2008 · Coralville, Ia
- T••••••••• F•••••••• A•••••••• L•• BD affiliatedJun 10, 2004 to Jan 30, 2007 · Cedar Rapids, Ia
Moves
a registration end followed by a registration begin elsewhere
- T••••••••• F•••••••• A•••••••• L•• to A••••• A•• P••••••• S•••••••left Jan 30, 2007, registered Mar 6, 2008 (401 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
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address