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.
R••••• J•••• H•••••••••
- Title
- Chief Investment Officerreportedhendershottwealth.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- B••• E••••• R••••••• C••• state registered currentsince Mar 6, 2025 · San Juan, Pr
- H••••••••• W••••• M••••••••• L•• independent RIA currentsince Feb 24, 2025 · Dorado, Pr
- B• E••••• R•••••••• L•• unclassifiedOct 31, 2001 to Dec 31, 2010 · San Jose, Ca
- B• E••••• R•••••••• L•• to H••••••••• W••••• M••••••••• L••left Dec 31, 2010, registered Feb 24, 2025 (5169 days) · Other
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 33derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address