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.

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Registered advisor

J•••••• H•••

S•••••• C•••••• A••••••• L••BD affiliatedCoral Gables, Fl dual registrantIAPD 5360011

Feed of 09/15/2026

Also filed as J•••••• Menjivar

At current firm

5 y

since Mar 1, 2021

In the industry

17 y

since Jul 11, 2009 (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

S•••••• C•••••• A••••••• L•• BD affiliated current
since Mar 1, 2021 · Coral Gables, Fl
W•••• F•••• A••••••• wirehouse
Feb 20, 2014 to Mar 8, 2021 · Coral Gables, Fl
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Oct 23, 2009 to Feb 19, 2014 · Miami, Fl
B••• O• A•••••• I••••••••• S•••••••• I••• unclassified
Jul 16, 2009 to Oct 23, 2009 · Miami, Fl

Moves

a registration end followed by a registration begin elsewhere

W•••• F•••• A••••••• to S•••••• C•••••• A••••••• L••
left Mar 8, 2021, registered Mar 1, 2021 (-7 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to W•••• F•••• A•••••••
left Feb 19, 2014, registered Feb 20, 2014 (1 days) · Wirehouse to wirehouse
B••• O• A•••••• I••••••••• S•••••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left Oct 23, 2009, registered Oct 23, 2009 (0 days) · corporate re-registration, not a move

Signals

No dated event on this person.

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: Broker-dealer affiliated wealth managerderived
Years in industry: 17derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address