DFX Intelligence
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Registered advisor
J•• H• P•••
Feed of 09/14/2026
Also filed as B•••• J•• P••••••• P•••
At current firm
10 y
since Sep 19, 2016
In the industry
13 y
since Mar 12, 2013 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- T••••• A••••••• S•••••••• I••• BD affiliated currentsince Sep 19, 2016 · Annandale, Va
- W•••• F•••• A••••••• wirehouseApr 3, 2013 to Aug 21, 2015 · Centreville, Va
Moves
a registration end followed by a registration begin elsewhere
- W•••• F•••• A••••••• to T••••• A••••••• S•••••••• I•••left Aug 21, 2015, registered Sep 19, 2016 (395 days) · Wirehouse to a newly registered adviser (no RAUM reported yet)
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address