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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

P••• J••• H•••••••

C••••••• P•••••••independent RIAPortland, Or IA-onlyIAPD 6074299

Certified Financial Planner

Feed of 09/14/2026

Also filed as P••• J••• H•••••••

At current firm

2 y

since Aug 2, 2024

In the industry

14 y

since Aug 8, 2012 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

C••••••• P••••••• independent RIA current
since Aug 2, 2024 · Portland, Or
F••••• I••••••••• independent RIA
Jan 10, 2018 to Jul 18, 2024 · Plano, Tx
N••••••••• M••••• I••••••••• S••••••••• no RAUM
Aug 17, 2017 to Dec 13, 2017 · Indianapolis, In
S••••• W••••• A•••••••• I••• no RAUM
May 18, 2015 to Jul 6, 2017 · Indianapolis, In
C•••••• S••••• • C••• I••• national BD
Sep 16, 2013 to May 18, 2015 · Indianapolis, In
E••••• J•••• national BD
Aug 9, 2012 to Aug 6, 2013 · Maryland Heights, Mo

Moves

a registration end followed by a registration begin elsewhere

F••••• I••••••••• to C••••••• P•••••••
left Jul 18, 2024, registered Aug 2, 2024 (15 days) · RIA to RIA
N••••••••• M••••• I••••••••• S••••••••• to F••••• I•••••••••
left Dec 13, 2017, registered Jan 10, 2018 (28 days) · Other
S••••• W••••• A•••••••• I••• to N••••••••• M••••• I••••••••• S•••••••••
left Jul 6, 2017, registered Aug 17, 2017 (42 days) · Other
C•••••• S••••• • C••• I••• to S••••• W••••• A•••••••• I•••
left May 18, 2015, registered May 18, 2015 (0 days) · channel change inside one enterprise, not a move
E••••• J•••• to C•••••• S••••• • C••• I•••
left Aug 6, 2013, registered Sep 16, 2013 (41 days) · Affiliated broker-dealer or bank to another

Signals

P••• J••• H••••••• left F••••• I••••••••• for C••••••• P••••••• (registered 2024-08-02)
Jul 18, 2024 · 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: Independent wealth managerderived
Years in industry: 14derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address