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

J••• M••••• H•••••

N••••••••• A•••• M••••••••• L••independent RIADallas, TxIA-onlyIAPD 6539178

Feed of 09/14/2026

Also filed as J••• M••••• H•••••

At current firm

1 y

since Jan 6, 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

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Vice President, Wealth Advisorreportednorthcoastam.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

N••••••••• A•••• M••••••••• L•• independent RIA current
since Jan 6, 2025 · Dallas, Tx
N••••••••• A•••• M••••••••• L•• independent RIA
Jun 3, 2024 to Dec 31, 2024 · Dallas, Tx
C•••••••• W••••• former
May 7, 2024 to Jul 25, 2024 · Dallas, Tx
C•••••• S••••• • C••• I••• national BD
Sep 7, 2021 to May 13, 2024 · Westlake, Tx
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Oct 10, 2018 to Aug 4, 2021 · Bozeman, Mt
F••••••• P••••••• A•• W•••••••• A••••••• former
Jul 13, 2018 to Oct 22, 2018 · Boston, Ma
S•••••••• A••••••• L•• national BD
Mar 22, 2017 to Jul 13, 2018 · Scottsdale, Az

Moves

a registration end followed by a registration begin elsewhere

C•••••••• W••••• to N••••••••• A•••• M••••••••• L••
left Jul 25, 2024, registered Jun 3, 2024 (-52 days) · corporate re-registration, not a move
C•••••• S••••• • C••• I••• to C•••••••• W•••••
left May 13, 2024, registered May 7, 2024 (-6 days) · Affiliated broker-dealer or bank to independent RIA
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to C•••••• S••••• • C••• I•••
left Aug 4, 2021, registered Sep 7, 2021 (34 days) · Wirehouse to affiliated broker-dealer or bank
F••••••• P••••••• A•• W•••••••• A••••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left Oct 22, 2018, registered Oct 10, 2018 (-12 days) · Affiliated broker-dealer or bank to wirehouse · moved with a team
S•••••••• A••••••• L•• to F••••••• P••••••• A•• W•••••••• A•••••••
left Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move

Signals

J••• M••••• H••••• left C•••••• S••••• • C••• I••• for C•••••••• W••••• (registered 2024-05-07)
May 13, 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: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address