DFX Intelligence
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Registered advisor
J••••• A••• H•••••••••
Feed of 09/14/2026
Also filed as J••••• A••• H••••••••• A••• H•••••••••
At current firm
4 y
since Apr 19, 2022
In the industry
20 y
since Apr 10, 2006 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- L•• F•••••••• L•• BD affiliated currentsince Apr 19, 2022 · Red Bank, Nj
- M••••• S•••••• wirehouseAug 18, 2011 to Apr 25, 2022 · Red Bank, Nj
- W•••• F•••• A••••••• wirehouseJun 9, 2008 to Aug 24, 2011 · Oakhurst, Nj
Moves
a registration end followed by a registration begin elsewhere
- M••••• S•••••• to L•• F•••••••• L••left Apr 25, 2022, registered Apr 19, 2022 (-6 days) · Wirehouse to independent RIA · moved with a team
- W•••• F•••• A••••••• to M••••• S••••••left Aug 24, 2011, registered Aug 18, 2011 (-6 days) · Wirehouse to wirehouse
Signals
- ••• LockedApr 25, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address