DFX Intelligence
RIA Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Registered advisor
H•••• R•••••••••
Feed of 09/15/2026
Also filed as H•••• Reif
At current firm
1 y
since Aug 13, 2025
In the industry
18 y
since Feb 1, 2008 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- L•• F•••••••• L•• BD affiliated currentsince Aug 13, 2025 · San Diego, Ca
- C••••• I••••••••• A••••••• L•• BD affiliatedJun 29, 2023 to Aug 13, 2025 · Boonsboro, Md
- C••••• A•••••• N••••••• L•• formerFeb 7, 2022 to Jun 29, 2023 · Boonsboro, Md
- E••••• J•••• national BDNov 15, 2021 to Jan 25, 2022 · Boonsboro, Md
Moves
a registration end followed by a registration begin elsewhere
- C••••• I••••••••• A••••••• L•• to L•• F•••••••• L••left Aug 13, 2025, registered Aug 13, 2025 (0 days) · Affiliated broker-dealer or bank to another · moved with a team
- C••••• A•••••• N••••••• L•• to C••••• I••••••••• A••••••• L••left Jun 29, 2023, registered Jun 29, 2023 (0 days) · corporate re-registration, not a move
- E••••• J•••• to C••••• A•••••• N••••••• L••left Jan 25, 2022, registered Feb 7, 2022 (13 days) · Affiliated broker-dealer or bank to another
Signals
- H•••• R••••••••• left C••••• I••••••••• A••••••• L•• for L•• F•••••••• L•• (registered 2025-08-13)Aug 13, 2025 · a•••••• firm change · fact
- H•••• R••••••••• left E••••• J•••• for C••••• A•••••• N••••••• L•• (registered 2022-02-07)Jan 25, 2022 · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address