DFX Intelligence
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Registered advisor
R••• H•••
Certified Financial Planner
Feed of 09/14/2026
Also filed as R••• J•••••• H•••
At current firm
5 y
since Apr 16, 2021
In the industry
16 y
since Mar 1, 2010 (earliest exam, job or registration)
Prior registered firms
2
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
- E••••• J•••• national BD currentsince Apr 16, 2021 · Frisco, Tx
- F••••••• P••••••• A•• W•••••••• A••••••• formerJul 13, 2018 to Apr 19, 2021 · Boston, Ma
- S•••••••• A••••••• L•• national BDOct 4, 2011 to Jul 13, 2018 · Westlake, Tx
Moves
a registration end followed by a registration begin elsewhere
- F••••••• P••••••• A•• W•••••••• A••••••• to E••••• J••••left Apr 19, 2021, registered Apr 16, 2021 (-3 days) · Affiliated broker-dealer or bank to another
- 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
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
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address