DFX Intelligence
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Registered advisor
H••••• M•••••••
Feed of 09/14/2026
Also filed as Mac Mcintosh
At current firm
8 y
since Feb 23, 2018
In the industry
21 y
since Apr 18, 2005 (earliest exam, job or registration)
Prior registered firms
2
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
- P•••••••• S••••••••• I••• BD affiliated currentsince Feb 23, 2018 · Brandon, Fl
- P••• A••••• S••••••••• L•• BD affiliatedFeb 1, 2010 to Feb 16, 2018 · Tampa, Fl
- N•• E•••••• S••••••••• C••••••••• formerJul 26, 2005 to Dec 23, 2009 · Tampa, Fl
Moves
a registration end followed by a registration begin elsewhere
- P••• A••••• S••••••••• L•• to P•••••••• S••••••••• I•••left Feb 16, 2018, registered Feb 23, 2018 (7 days) · Other
- N•• E•••••• S••••••••• C••••••••• to P••• A••••• S••••••••• L••left Dec 23, 2009, registered Feb 1, 2010 (40 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
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address