DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
J. Hunter Hart
Certified Financial Planner
Feed of 09/14/2026
Also filed as Jonathan Hart
At current firm
10 y
since Jan 27, 2016
In the industry
14 y
since Aug 17, 2012 (earliest exam, job or registration)
Prior registered firms
2
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
- Cwm, LLC BD affiliated currentsince Jan 27, 2016 · Bethesda, Md
- U.S. Financial Advisors formerJun 13, 2014 to Jan 28, 2016 · Wilmington, De
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAug 20, 2012 to Jun 3, 2014 · Glen Burnie, Md
Moves
a registration end followed by a registration begin elsewhere
- U.S. Financial Advisors to Cwm, LLCleft Jan 28, 2016, registered Jan 27, 2016 (-1 days) · Other · moved with a team
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to U.S. Financial Advisorsleft Jun 3, 2014, registered Jun 13, 2014 (10 days) · Other
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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address