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••••••

F•••• P••••••• W•••••• L••independent RIAAtlanta, GaIA-onlyIAPD 5108206

Certified Financial Planner

Feed of 09/14/2026

Also filed as J•••• William H••••••

At current firm

2 y

since Aug 22, 2024

In the industry

18 y

since Nov 21, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

F•••• P••••••• W•••••• L•• independent RIA current
since Aug 22, 2024 · Atlanta, Ga
G••••• C••••••• L•• former
Mar 24, 2022 to Dec 2, 2024 · Atlanta, Ga
W•••• F•••• A••••••• wirehouse
Nov 15, 2021 to Mar 2, 2022 · St. Louis, Mo
B••• A•••• M••••••••• I••• unclassified
Nov 28, 2007 to Nov 10, 2010 · Falls Church, Va

Moves

a registration end followed by a registration begin elsewhere

G••••• C••••••• L•• to F•••• P••••••• W•••••• L••
left Dec 2, 2024, registered Aug 22, 2024 (-102 days) · RIA to RIA · moved with a team
W•••• F•••• A••••••• to G••••• C••••••• L••
left Mar 2, 2022, registered Mar 24, 2022 (22 days) · Wirehouse to independent RIA
B••• A•••• M••••••••• I••• to W•••• F•••• A•••••••
left Nov 10, 2010, registered Nov 15, 2021 (4023 days) · Other

Signals

J•••• H•••••• left G••••• C••••••• L•• for F•••• P••••••• W•••••• L•• (registered 2024-08-22)
Dec 2, 2024 · Advisor changed firm · fact
J•••• H•••••• left W•••• F•••• A••••••• for G••••• C••••••• L•• (registered 2022-03-24)
Mar 2, 2022 · 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: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address