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Registered advisor
H••••• I•••• R••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as H••••• R••••
At current firm
3 y
since Apr 25, 2023
In the industry
14 y
since Nov 21, 2011 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
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••••• W••••• A•••••••• I••• no RAUM currentsince Apr 25, 2023 · Tysons Corner, Va
- T••••• A••••••• S•••••••• I••• BD affiliatedSep 27, 2016 to Jan 22, 2018 · Arlington, Va
- S••••••• I••••••••• S•••••••• I••• formerJun 3, 2015 to Dec 31, 2016 · Arlington, Va
- W•••• F•••• A••••••• wirehouseAug 23, 2013 to May 20, 2015 · Arlington, Va
- M••••• S•••••• wirehouseNov 22, 2011 to Aug 14, 2013 · Stroudsburg, Pa
Moves
a registration end followed by a registration begin elsewhere
- T••••• A••••••• S•••••••• I••• to S••••• W••••• A•••••••• I•••left Jan 22, 2018, registered Apr 25, 2023 (1919 days) · Other
- S••••••• I••••••••• S•••••••• I••• to T••••• A••••••• S•••••••• I•••left Dec 31, 2016, registered Sep 27, 2016 (-95 days) · corporate re-registration, not a move
- W•••• F•••• A••••••• to S••••••• I••••••••• S•••••••• I•••left May 20, 2015, registered Jun 3, 2015 (14 days) · Other
- M••••• S•••••• to W•••• F•••• A•••••••left Aug 14, 2013, registered Aug 23, 2013 (9 days) · Wirehouse to wirehouse
Signals
No dated event on this person.
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
- No RAUM reportedderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address