DFX Intelligence
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Registered advisor
J••••• D• H•••••••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as J••••• D• H••••••••• D••••• H•••••••••
At current firm
1 y
since Mar 31, 2025
In the industry
14 y
since Nov 14, 2011 (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
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- S•••••••• A••••••• L•• national BD currentsince Mar 31, 2025 · Trophy Club, Tx
- F••••••• P••••••• A•• W•••••••• A••••••• formerJul 13, 2018 to Mar 31, 2025 · Boston, Ma
- S•••••••• A••••••• L•• national BDDec 8, 2015 to Jul 13, 2018 · Westlake, Tx
- C••••• A•••••• N••••••• L•• formerJan 17, 2012 to Apr 1, 2014 · San Diego, Ca
Moves
a registration end followed by a registration begin elsewhere
- F••••••• P••••••• A•• W•••••••• A••••••• to S•••••••• A••••••• L••left Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
- S•••••••• A••••••• L•• to F••••••• P••••••• A•• W•••••••• A•••••••left Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move
- C••••• A•••••• N••••••• L•• to S•••••••• A••••••• L••left Apr 1, 2014, registered Dec 8, 2015 (616 days) · Other
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
- National broker-dealer RIAderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address