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.

Registered advisor

Jeremy Thomas Dunlop

Hb Wealthindependent RIAPalm Beach Gardens, Fl IA-onlyIAPD 5298142

Certified Financial Planner

Feed of 09/14/2026

Also filed as Jeremy ^T^Thomas Dunlop

At current firm

0 y

since Jun 15, 2026

In the industry

18 y

since Dec 17, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Hb Wealth independent RIA current
since Jun 15, 2026 · Palm Beach Gardens, Fl
Hamilton Capital independent RIA
Apr 8, 2022 to May 26, 2026 · Palm Beach, Fl
Bdo Wealth Advisors, LLC former
Aug 21, 2017 to Feb 2, 2022 · Fort Lauderdale, Fl
Signet Financial Management, LLC independent RIA
Sep 15, 2015 to Aug 7, 2017 · Palm Beach, Fl
Advice And Planning Services BD affiliated
Apr 2, 2014 to Aug 20, 2015 · Boca Raton, Fl
Charles Schwab & Co., Inc. national BD
Jul 15, 2009 to Mar 11, 2014 · Pittsburgh, Pa
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Dec 19, 2007 to Apr 27, 2009 · Sewickley, Pa

Moves

a registration end followed by a registration begin elsewhere

Hamilton Capital to Hb Wealth
left May 26, 2026, registered Jun 15, 2026 (20 days) · RIA to RIA
Bdo Wealth Advisors, LLC to Hamilton Capital
left Feb 2, 2022, registered Apr 8, 2022 (65 days) · RIA to RIA
Signet Financial Management, LLC to Bdo Wealth Advisors, LLC
left Aug 7, 2017, registered Aug 21, 2017 (14 days) · Other
Advice And Planning Services to Signet Financial Management, LLC
left Aug 20, 2015, registered Sep 15, 2015 (26 days) · Other
Charles Schwab & Co., Inc. to Advice And Planning Services
left Mar 11, 2014, registered Apr 2, 2014 (22 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Charles Schwab & Co., Inc.
left Apr 27, 2009, registered Jul 15, 2009 (79 days) · Wirehouse to affiliated broker-dealer or bank

Signals

Jeremy Thomas Dunlop left Hamilton Capital for Hb Wealth (registered 2026-06-15)
May 26, 2026 · Advisor changed firm · fact
Jeremy Thomas Dunlop left Bdo Wealth Advisors, Llc for Hamilton Capital (registered 2022-04-08)
Feb 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