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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

J••••• H•••

P••••••••• B•••••••• S•••••••• I•••independent RIAGreen Bay, Wi dual registrantIAPD 4654117

Certified Financial Planner · Chartered Financial Consultant

Feed of 09/14/2026

Also filed as Joseph Jongsup Hong

At current firm

2 y

since May 13, 2024

In the industry

23 y

since Apr 1, 2003 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

P••••••••• B•••••••• S•••••••• I••• independent RIA current
since May 13, 2024 · Newport Beach, Ca
A••••••• A••••••• S•••••••• L•• BD affiliated
Aug 21, 2023 to May 15, 2024 · Los Angeles, Ca
P•••• S••••••••• L•• no RAUM
Mar 31, 2022 to Jun 21, 2023 · Los Angeles, Ca
P•••• S••••••••• L•• no RAUM
Feb 20, 2019 to Jan 26, 2022 · Los Angeles, Ca
E•••••••• A•••••••• L•• national BD
Jan 27, 2005 to Jan 22, 2019 · Los Angeles, Ca

Moves

a registration end followed by a registration begin elsewhere

A••••••• A••••••• S•••••••• L•• to P••••••••• B•••••••• S•••••••• I•••
left May 15, 2024, registered May 13, 2024 (-2 days) · Affiliated broker-dealer or bank to independent RIA
P•••• S••••••••• L•• to A••••••• A••••••• S•••••••• L••
left Jun 21, 2023, registered Aug 21, 2023 (61 days) · Affiliated broker-dealer or bank to another
E•••••••• A•••••••• L•• to P•••• S••••••••• L••
left Jan 22, 2019, registered Feb 20, 2019 (29 days) · Affiliated broker-dealer or bank to another

Signals

J••••• H••• left A••••••• A••••••• S•••••••• L•• for P••••••••• B•••••••• S•••••••• I••• (registered 2024-05-13)
May 15, 2024 · Advisor changed firm · fact
J••••• H••• left P•••• S••••••••• L•• for A••••••• A••••••• S•••••••• L•• (registered 2023-08-21)
Jun 21, 2023 · 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: Independent wealth managerderived
Years in industry: 23derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address