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

H•••• J••••• W••••••• P•••••••

H••••••• F••••asset managerMiami, Fl dual registrantIAPD 6989618

Feed of 09/15/2026

Also filed as H•••• P•••••••

At current firm

0 y

since Jan 21, 2026

In the industry

13 y

since Jan 1, 2013 (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

H••••••• F•••• asset manager current
since Jan 21, 2026 · Miami, Fl
M•••••• G••••• I••••••••• independent RIA
Dec 17, 2025 to Jan 5, 2026 · Boca Raton, Fl
P•••• C•••••• M••••••••• L•• asset manager
Jun 19, 2020 to Aug 22, 2025 · Boca Raton, Fl
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Dec 7, 2018 to Jun 3, 2019 · Miami, Fl

Moves

a registration end followed by a registration begin elsewhere

M•••••• G••••• I••••••••• to H••••••• F••••
left Jan 5, 2026, registered Jan 21, 2026 (16 days) · Other
P•••• C•••••• M••••••••• L•• to M•••••• G••••• I•••••••••
left Aug 22, 2025, registered Dec 17, 2025 (117 days) · Other
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to P•••• C•••••• M••••••••• L••
left Jun 3, 2019, registered Jun 19, 2020 (382 days) · Other

Signals

H•••• J••••• W••••••• P••••••• left M•••••• G••••• I••••••••• for H••••••• F•••• (registered 2026-01-21)
Jan 5, 2026 · Advisor changed firm · fact
H•••• J••••• W••••••• P••••••• left P•••• C•••••• M••••••••• L•• for M•••••• G••••• I••••••••• (registered 2025-12-17)
Aug 22, 2025 · 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: Asset manager (funds and pooled vehicles)derived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address