DFX Intelligence
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Registered advisor
J••••• B••••••• H•••••••••
Feed of 09/14/2026
Also filed as J••••• H•••••••••
At current firm
3 y
since Oct 21, 2022
In the industry
14 y
since Nov 1, 2011 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- R•••••• J•••• • A••••••••• I••• national BD currentsince Oct 21, 2022 · Hallandale Beach, Fl
- M••••• S•••••• wirehouseSep 1, 2017 to Oct 26, 2022 · Aventura, Fl
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseFeb 27, 2012 to Sep 5, 2017 · Coral Gables, Fl
Moves
a registration end followed by a registration begin elsewhere
- M••••• S•••••• to R•••••• J•••• • A••••••••• I•••left Oct 26, 2022, registered Oct 21, 2022 (-5 days) · Wirehouse to affiliated broker-dealer or bank
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to M••••• S••••••left Sep 5, 2017, registered Sep 1, 2017 (-4 days) · Wirehouse to wirehouse · moved with a team
Signals
- ••• LockedOct 26, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- National broker-dealer RIAderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address