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.

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Registered advisor

J•••• B••••• H••••

C•••••• S••••• • C••• I•••national BDAnn Arbor, Mi dual registrantIAPD 7437824

Feed of 09/14/2026

Also filed as Jim H••••

At current firm

0 y

since Nov 14, 2025

In the industry

11 y

since Oct 1, 2014 (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

C•••••• S••••• • C••• I••• national BD current
since Nov 14, 2025 · Ann Arbor, Mi
E•••••• A••••••• G••••• L•• BD affiliated
Dec 3, 2024 to Sep 22, 2025 · Westland, Mi
C•••••• S••••• • C••• I••• national BD
Dec 7, 2023 to Nov 19, 2024 · Ann Arbor, Mi
L•• F•••••••• L•• BD affiliated
Jan 19, 2022 to Nov 27, 2023 · Plymouth, Mi

Moves

a registration end followed by a registration begin elsewhere

E•••••• A••••••• G••••• L•• to C•••••• S••••• • C••• I•••
left Sep 22, 2025, registered Nov 14, 2025 (53 days) · Affiliated broker-dealer or bank to another
C•••••• S••••• • C••• I••• to E•••••• A••••••• G••••• L••
left Nov 19, 2024, registered Dec 3, 2024 (14 days) · Affiliated broker-dealer or bank to another
L•• F•••••••• L•• to C•••••• S••••• • C••• I•••
left Nov 27, 2023, registered Dec 7, 2023 (10 days) · Affiliated broker-dealer or bank to another

Signals

J•••• B••••• H•••• left E•••••• A••••••• G••••• L•• for C•••••• S••••• • C••• I••• (registered 2025-11-14)
Sep 22, 2025 · Advisor changed firm · fact
J•••• B••••• H•••• left C•••••• S••••• • C••• I••• for E•••••• A••••••• G••••• L•• (registered 2024-12-03)
Nov 19, 2024 · Advisor changed firm · fact
J•••• B••••• H•••• left L•• F•••••••• L•• for C•••••• S••••• • C••• I••• (registered 2023-12-07)
Nov 27, 2023 · 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: National broker-dealer RIAderived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address