DFX Intelligence
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Registered advisor
J••••• B•••• H•••••
Feed of 09/15/2026
At current firm
11 y
since Jun 10, 2015
In the industry
17 y
since Dec 18, 2008 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
3
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
- V••• F•••••••• A•••••••• I••• BD affiliated currentsince Jun 10, 2015 · Jackson, Tn
- V•••• F•••••••• A•••••••• I••• BD affiliatedMay 19, 2010 to Feb 19, 2015 · Brentwood, Tn
- S•••••• N••••••• • C••••••• I••••••••• national BDOct 16, 2009 to May 18, 2010 · Jackson, Tn
- U•• F•••••••• S••••••• I••• wirehouseDec 19, 2008 to Oct 16, 2009 · Jackson, Tn
Moves
a registration end followed by a registration begin elsewhere
- V•••• F•••••••• A•••••••• I••• to V••• F•••••••• A•••••••• I•••left Feb 19, 2015, registered Jun 10, 2015 (111 days) · Other
- S•••••• N••••••• • C••••••• I••••••••• to V•••• F•••••••• A•••••••• I•••left May 18, 2010, registered May 19, 2010 (1 days) · Other
- U•• F•••••••• S••••••• I••• to S•••••• N••••••• • C••••••• I•••••••••left Oct 16, 2009, registered Oct 16, 2009 (0 days) · Wirehouse to affiliated broker-dealer or bank
Signals
No dated event on this person.
Transition signalsWhat these will draw onThe 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.
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address