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••••• W•••• H•••••

T•••••• F•••••••• P•••••••state registeredEl Paso, TxIA-onlyIAPD 5678270

Feed of 09/14/2026

Also filed as Drew H•••••

At current firm

2 y

since Aug 29, 2024

In the industry

17 y

since Jul 29, 2009 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

T•••••• F•••••••• P••••••• state registered current
since Aug 29, 2024 · El Paso, Tx
L•• F•••••••• L•• BD affiliated
Dec 13, 2019 to Aug 22, 2024 · El Paso, Tx
S••••••••• A•••••• A•••••••• I••• former
Mar 3, 2017 to Dec 16, 2019 · El Paso, Tx
C••••• A••••••• L•• former
Oct 3, 2016 to Mar 9, 2017 · El Paso, Tx
I•••••••• C•••••• A••••••• former
Jan 23, 2014 to Oct 3, 2016 · Lynnfield, Ma
P•••••••• S••••••••• I••• BD affiliated
Jan 26, 2012 to Feb 17, 2014 · El Paso, Tx
S••••••• F•••••••• S•••••••• I••• former
Aug 25, 2009 to Aug 24, 2010 · El Paso, Tx

Moves

a registration end followed by a registration begin elsewhere

L•• F•••••••• L•• to T•••••• F•••••••• P•••••••
left Aug 22, 2024, registered Aug 29, 2024 (7 days) · Affiliated broker-dealer or bank to a state-registered adviser
S••••••••• A•••••• A•••••••• I••• to L•• F•••••••• L••
left Dec 16, 2019, registered Dec 13, 2019 (-3 days) · Affiliated broker-dealer or bank to another · moved with a team
C••••• A••••••• L•• to S••••••••• A•••••• A•••••••• I•••
left Mar 9, 2017, registered Mar 3, 2017 (-6 days) · Other · moved with a team
I•••••••• C•••••• A••••••• to C••••• A••••••• L••
left Oct 3, 2016, registered Oct 3, 2016 (0 days) · channel change inside one enterprise, not a move · moved with a team
P•••••••• S••••••••• I••• to I•••••••• C•••••• A•••••••
left Feb 17, 2014, registered Jan 23, 2014 (-25 days) · Other
S••••••• F•••••••• S•••••••• I••• to P•••••••• S••••••••• I•••
left Aug 24, 2010, registered Jan 26, 2012 (520 days) · Other

Signals

A••••• W•••• H••••• left L•• F•••••••• L•• for T•••••• F•••••••• P••••••• (registered 2024-08-29)
Aug 22, 2024 · 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: STATE REGISTEREDderived
Years in industry: 17derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address