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Registered advisor
J••••••• A•••• H••••
Feed of 09/14/2026
Also filed as J••••••• A•••• H••••
At current firm
3 y
since Mar 3, 2023
In the industry
15 y
since Jun 18, 2011 (earliest exam, job or registration)
Prior registered firms
4
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
1
dated events on this person
Registration history
IAPD current and previous registrations
- L•• F•••••••• L•• BD affiliated currentsince Mar 3, 2023 · Watkinsville, Ga
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliatedApr 27, 2018 to Mar 16, 2023 · Watkinsville, Ga
- T••••• A••••••• S•••••••• I••• BD affiliatedSep 21, 2016 to May 2, 2018 · Watkinsville, Ga
- S••••••• I••••••••• S•••••••• I••• formerApr 1, 2015 to Dec 31, 2016 · Watkinsville, Ga
- V••• F•••••••• A•••••••• I••• BD affiliatedJul 6, 2011 to Mar 25, 2015 · Watkinsville, Ga
Moves
a registration end followed by a registration begin elsewhere
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to L•• F•••••••• L••left Mar 16, 2023, registered Mar 3, 2023 (-13 days) · Affiliated broker-dealer or bank to independent RIA
- T••••• A••••••• S•••••••• I••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left May 2, 2018, registered Apr 27, 2018 (-5 days) · Affiliated broker-dealer or bank to another · moved with a team
- S••••••• I••••••••• S•••••••• I••• to T••••• A••••••• S•••••••• I•••left Dec 31, 2016, registered Sep 21, 2016 (-101 days) · corporate re-registration, not a move
- V••• F•••••••• A•••••••• I••• to S••••••• I••••••••• S•••••••• I•••left Mar 25, 2015, registered Apr 1, 2015 (7 days) · Other · moved with a team
Signals
- J••••••• A•••• H•••• left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for L•• F•••••••• L•• (registered 2023-03-03)Mar 16, 2023 · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address