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

A•••••• R••••• H••••••••

M••••••BD affiliatedJenks, Ok IA-onlyIAPD 5409669

Feed of 09/14/2026

Also filed as Tony R••••• H••••••••

At current firm

1 y

since Jun 17, 2025

In the industry

18 y

since Apr 18, 2008 (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

M•••••• BD affiliated current
since Jun 17, 2025 · Jenks, Ok
A•••••• A••••••• S••••••• former
Apr 29, 2021 to Jun 20, 2025 · Tulsa, Ok
L•••• F••• A••••••• S••••••• BD affiliated
Apr 13, 2018 to Apr 30, 2021 · Conway, Ar
C•••••••• F•••••••• G•••• A••••••• former
Sep 25, 2015 to Apr 23, 2018 · Conway, Ar
C•••• • A••••••••• I••• BD affiliated
Nov 14, 2013 to Sep 25, 2015 · Conway, Ar

Moves

a registration end followed by a registration begin elsewhere

A•••••• A••••••• S••••••• to M••••••
left Jun 20, 2025, registered Jun 17, 2025 (-3 days) · Affiliated broker-dealer or bank to another
L•••• F••• A••••••• S••••••• to A•••••• A••••••• S•••••••
left Apr 30, 2021, registered Apr 29, 2021 (-1 days) · Affiliated broker-dealer or bank to another
C•••••••• F•••••••• G•••• A••••••• to L•••• F••• A••••••• S•••••••
left Apr 23, 2018, registered Apr 13, 2018 (-10 days) · Affiliated broker-dealer or bank to another
C•••• • A••••••••• I••• to C•••••••• F•••••••• G•••• A•••••••
left Sep 25, 2015, registered Sep 25, 2015 (0 days) · Other

Signals

A•••••• R••••• H•••••••• left A•••••• A••••••• S••••••• for Mariner (registered 2025-06-17)
Jun 20, 2025 · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address