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
Joseph Evans Dewhart
Certified Financial Planner
Feed of 09/14/2026
Also filed as Joseph Dewhart
At current firm
1 y
since Mar 31, 2025
In the industry
18 y
since Jun 29, 2008 (earliest exam, job or registration)
Prior registered firms
9
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, 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
- Strategic Advisers LLC national BD currentsince Mar 31, 2025 · Cypress, Tx
- Fidelity Personal And Workplace Advisors formerJul 13, 2018 to Mar 31, 2025 · Boston, Ma
- Strategic Advisers LLC national BDJun 12, 2018 to Jul 13, 2018 · Houston, Tx
- J.P. Morgan Securities LLC wirehouseNov 16, 2017 to May 8, 2018 · Marietta, Ga
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMay 12, 2015 to Nov 27, 2017 · Houston, Tx
- Pnc Managed Account Solutions, Inc. formerSep 30, 2014 to Apr 7, 2015 · Houston, Tx
- J.P. Morgan Securities LLC wirehouseOct 1, 2012 to Feb 7, 2013 · Austin, Tx
- Chase Investment Services Corp. formerJun 21, 2012 to Oct 1, 2012 · Austin, Tx
- Swbc Investment Company independent RIAJan 4, 2011 to Jun 26, 2012 · San Antonio, Tx
- Edward Jones national BDMar 1, 2010 to Jan 6, 2011 · Houston, Tx
Moves
a registration end followed by a registration begin elsewhere
- Fidelity Personal And Workplace Advisors to Strategic Advisers LLCleft Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
- Strategic Advisers LLC to Fidelity Personal And Workplace Advisorsleft Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move
- J.P. Morgan Securities LLC to Strategic Advisers LLCleft May 8, 2018, registered Jun 12, 2018 (35 days) · Wirehouse to affiliated broker-dealer or bank
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to J.P. Morgan Securities LLCleft Nov 27, 2017, registered Nov 16, 2017 (-11 days) · Wirehouse to wirehouse
- Pnc Managed Account Solutions, Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Apr 7, 2015, registered May 12, 2015 (35 days) · Other · moved with a team
- J.P. Morgan Securities LLC to Pnc Managed Account Solutions, Inc.left Feb 7, 2013, registered Sep 30, 2014 (600 days) · Other
- Chase Investment Services Corp. to J.P. Morgan Securities LLCleft Oct 1, 2012, registered Oct 1, 2012 (0 days) · corporate re-registration, not a move
- Swbc Investment Company to Chase Investment Services Corp.left Jun 26, 2012, registered Jun 21, 2012 (-5 days) · Other
- Edward Jones to Swbc Investment Companyleft Jan 6, 2011, registered Jan 4, 2011 (-2 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
- National broker-dealer RIAderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address