DFX Intelligence

RIA Intelligence

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Registered advisor

J•••••• B•••• H••••••

M••••••••• I••••••••• A•••••••independent RIAWichita Falls, TxIA-onlyIAPD 7730993
Feed of 09/14/2026
At current firm
3 y
since Apr 24, 2023
In the industry
12 y
since Apr 1, 2014 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
Moves
a registration end followed by a registration begin elsewhere
Signals
  • ••• Locked
    Feb 15, 2024 · Advisor departure · fact
Transition signals

Mobility scoring is not published yet.

Provenance
Source
IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class
Independent wealth managerderived
Years in industry
12derivedfrom the earliest dated exam, employment or registration
Not published
disclosure flags, outside business text, branch street address