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

A•••• J••••• H••••••••

I••••••••• I••••••••• C••••••••• L••independent RIABloomfield Hills, MiIA-onlyIAPD 6535044

Certified Financial Planner

Feed of 09/14/2026

Also filed as A•••• H••••••••

At current firm

1 y

since Jan 3, 2025

In the industry

11 y

since Jul 1, 2015 (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

I••••••••• I••••••••• C••••••••• L•• independent RIA current
since Jan 3, 2025 · Bloomfield Hills, Mi
R•••••• W••••• independent RIA
Jan 2, 2018 to Jul 26, 2022 · Lansing, Mi
C••••••• F•••••••• D••••••• I••• BD affiliated
Feb 16, 2017 to Dec 12, 2017 · Holt, Mi
S•• BD affiliated
Oct 19, 2016 to Feb 15, 2017 · East Lansing, Mi
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Nov 30, 2015 to Oct 11, 2016 · Bloomfield Hills, Mi

Moves

a registration end followed by a registration begin elsewhere

R•••••• W••••• to I••••••••• I••••••••• C••••••••• L••
left Jul 26, 2022, registered Jan 3, 2025 (892 days) · RIA to RIA
C••••••• F•••••••• D••••••• I••• to R•••••• W•••••
left Dec 12, 2017, registered Jan 2, 2018 (21 days) · Other
S•• to C••••••• F•••••••• D••••••• I•••
left Feb 15, 2017, registered Feb 16, 2017 (1 days) · Other
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to S••
left Oct 11, 2016, registered Oct 19, 2016 (8 days) · Other

Signals

A•••• J••••• H•••••••• left R•••••• W••••• for I••••••••• I••••••••• C••••••••• L•• (registered 2025-01-03)
Jul 26, 2022 · 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: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address