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

E••••• J••••• P•••••••••

N•• H•••••• R••••••••• A•••••••state registeredBloomfield Hills, MiIA-onlyIAPD 7134805

Feed of 09/14/2026

Also filed as E••••• J••••• P•••••••••

At current firm

0 y

since Feb 11, 2026

In the industry

16 y

since Jul 1, 2010 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

N•• H•••••• R••••••••• A••••••• state registered current
since Feb 11, 2026 · Bloomfield Hills, Mi
B••••••••• A••••••• L•• state registered
Jun 25, 2024 to Mar 23, 2026 · Bloomfield Hills, Mi
C••••• I••••••••• A••••••• L•• BD affiliated
Jun 22, 2023 to Sep 9, 2024 · Bloomfield, Mi
C••••• A•••••• N••••••• L•• former
Sep 1, 2021 to Jun 30, 2023 · Marinette, Wi
C•••••• A••••••• BD affiliated
Aug 6, 2019 to Sep 5, 2019 · Southfield, Mi

Moves

a registration end followed by a registration begin elsewhere

B••••••••• A••••••• L•• to N•• H•••••• R••••••••• A•••••••
left Mar 23, 2026, registered Feb 11, 2026 (-40 days) · Other
C••••• I••••••••• A••••••• L•• to B••••••••• A••••••• L••
left Sep 9, 2024, registered Jun 25, 2024 (-76 days) · Affiliated broker-dealer or bank to a state-registered adviser
C••••• A•••••• N••••••• L•• to C••••• I••••••••• A••••••• L••
left Jun 30, 2023, registered Jun 22, 2023 (-8 days) · corporate re-registration, not a move
C•••••• A••••••• to C••••• A•••••• N••••••• L••
left Sep 5, 2019, registered Sep 1, 2021 (727 days) · Affiliated broker-dealer or bank to another

Signals

E••••• J••••• P••••••••• left B••••••••• A••••••• L•• for N•• H•••••• R••••••••• A••••••• (registered 2026-02-11)
Mar 23, 2026 · a•••••• firm change · fact
E••••• J••••• P••••••••• left C••••• I••••••••• A••••••• L•• for B••••••••• A••••••• L•• (registered 2024-06-25)
Sep 9, 2024 · a•••••• firm change · 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: STATE REGISTEREDderived
Years in industry: 16derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address