DFX Intelligence
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Registered advisor
J••• R••••• H•••••
Certified Financial Planner · Chartered Financial Analyst
Feed of 09/14/2026
Also filed as R••••• H••••••••• R••••• H••••••••• R••••• H••••• C••••••• R••••• H••••• C•• C••
At current firm
8 y
since Apr 30, 2018
In the industry
17 y
since Oct 10, 2008 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- H••••• W••••• M••••••••• state registered currentsince Apr 30, 2018 · Dallas, Tx
- L•• F•••••••• L•• BD affiliatedSep 23, 2014 to Apr 16, 2018 · Dallas, Tx
- T• A••••••••• I••••••••• M••••••••• L•• formerMar 18, 2010 to Jul 28, 2014 · Dallas, Tx
- T• A••••••••• I••• formerMar 18, 2010 to Jul 28, 2014 · Fort Worth, Tx
Moves
a registration end followed by a registration begin elsewhere
- L•• F•••••••• L•• to H••••• W••••• M•••••••••left Apr 16, 2018, registered Apr 30, 2018 (14 days) · RIA to a state-registered adviser
- T• A••••••••• I••••••••• M••••••••• L•• to L•• F•••••••• L••left Jul 28, 2014, registered Sep 23, 2014 (57 days) · Other
- T• A••••••••• I••• to T• A••••••••• I••••••••• M••••••••• L••left Jul 28, 2014, registered Mar 18, 2010 (-1593 days) · channel change inside one enterprise, not a move
Signals
No dated event on this person.
Transition signalsWhat these will draw onThe 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.
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- STATE REGISTEREDderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address