DFX Intelligence
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Registered advisor
J••• H••••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as B•• H••••••
At current firm
9 y
since Jul 31, 2017
In the industry
10 y
since Jan 1, 2016 (earliest exam, job or registration)
Prior registered firms
1
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
- V••••••• A•••••••• I••• BD affiliated currentsince Jul 31, 2017 · Malvern, Pa
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseJun 6, 2016 to May 31, 2017 · Philadelphia, Pa
Moves
a registration end followed by a registration begin elsewhere
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to V••••••• A•••••••• I•••left May 31, 2017, registered Jul 31, 2017 (61 days) · Other
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
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address