DFX Intelligence
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Registered advisor
H••••••• H• B•••••
Certified Financial Planner · Chartered Financial Consultant
Feed of 09/14/2026
Also filed as H••••••• B••••••••• H•••••• B•••••
At current firm
3 y
since Feb 6, 2023
In the industry
14 y
since Oct 5, 2011 (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
S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- E••••• J•••• national BD currentsince Feb 6, 2023 · South Hill, Va
- O•••• W•••••• I••• BD affiliatedNov 2, 2018 to Feb 7, 2023 · Clarksville, Va
- S••••••• I••••••••• I••• formerMar 4, 2016 to Nov 2, 2018 · Raleigh, Nc
Moves
a registration end followed by a registration begin elsewhere
- O•••• W•••••• I••• to E••••• J••••left Feb 7, 2023, registered Feb 6, 2023 (-1 days) · Affiliated broker-dealer or bank to another
- S••••••• I••••••••• I••• to O•••• W•••••• I•••left Nov 2, 2018, registered Nov 2, 2018 (0 days) · corporate re-registration, not a move
Signals
- ••• LockedFeb 7, 2023 · Advisor changed firm · fact
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