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••••• S•••• H•••••••••

T•••••••• T•• • F••••••••independent RIAFort Wayne, InIA-onlyIAPD 4876296

Feed of 09/14/2026

Also filed as Josh H•••••••••

At current firm

1 y

since Apr 14, 2025

In the industry

21 y

since May 31, 2005 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

T•••••••• T•• • F•••••••• independent RIA current
since Apr 14, 2025 · Fort Wayne, In
C• I••••••••• L•• independent RIA
Nov 8, 2024 to Feb 25, 2025 · Auburn, In
U••• C•••••• W••••• A•••••••• L•• BD affiliated
Jun 30, 2021 to Sep 9, 2021 · Austin, Tx
U••• R•• L•• former
Jul 8, 2015 to Jun 30, 2021 · Dallas, Tx
N••••••••• M••••• I••••••••• S••••••••• no RAUM
Feb 6, 2014 to Nov 6, 2014 · Albany, Ny

Moves

a registration end followed by a registration begin elsewhere

C• I••••••••• L•• to T•••••••• T•• • F••••••••
left Feb 25, 2025, registered Apr 14, 2025 (48 days) · RIA to a newly registered adviser
U••• C•••••• W••••• A•••••••• L•• to C• I••••••••• L••
left Sep 9, 2021, registered Nov 8, 2024 (1156 days) · Affiliated broker-dealer or bank to independent RIA
U••• R•• L•• to U••• C•••••• W••••• A•••••••• L••
left Jun 30, 2021, registered Jun 30, 2021 (0 days) · corporate re-registration, not a move
N••••••••• M••••• I••••••••• S••••••••• to U••• R•• L••
left Nov 6, 2014, registered Jul 8, 2015 (244 days) · Other

Signals

J••••• S•••• H••••••••• left C• I••••••••• L•• for T•••••••• T•• • F•••••••• (registered 2025-04-14)
Feb 25, 2025 · 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: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address