DFX Intelligence
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Registered advisor
B•••• H• B••••••
Feed of 09/14/2026
Also filed as B•••• R•••• H••••••••• H••••• S•••••
At current firm
10 y
since Sep 28, 2015
In the industry
18 y
since Jan 4, 2008 (earliest exam, job or registration)
Prior registered firms
1
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
0
dated events on this person
Registration history
IAPD current and previous registrations
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse currentsince Sep 28, 2015 · Austin, Tx
- W•••• F•••• A••••••• wirehouseJan 7, 2008 to Oct 12, 2015 · Austin, Tx
Moves
a registration end followed by a registration begin elsewhere
- W•••• F•••• A••••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Oct 12, 2015, registered Sep 28, 2015 (-14 days) · Wirehouse to wirehouse · moved with a team
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wirehousederived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address