DFX Intelligence
RIA Intelligence
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Registered advisor
B•••••• H••••• J••••
Feed of 09/14/2026
At current firm
17 y
since Jan 6, 2009
In the industry
18 y
since Feb 11, 2008 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
4
current, as an IAR
Firms today
3
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- E••••••• F•••••••• C••••••• state registered currentsince Jun 8, 2021 · Overland Park, Ks
- S••••••••• W••••• M••••••••• state registered currentsince Aug 29, 2014 · Overland Park, Ks
- W••••• R••••••••• L•• state registered currentsince Jan 6, 2009 · Overland Park, Ks
- N•• A•••••• S•••••••• L•• formerFeb 12, 2008 to Jul 8, 2008 · Prairie Village, Ks
Moves
a registration end followed by a registration begin elsewhere
- N•• A•••••• S•••••••• L•• to W••••• R••••••••• L••left Jul 8, 2008, registered Jan 6, 2009 (182 days) · Other
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
- STATE REGISTEREDderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address