JH
John R. Hoffman
BALEFIRE
DALLAS, TX 75254
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CRD#: 4138201
JH
Professional summary
John Robert Hoffman is a registered financial advisor currently at BALEFIRE, LLC located in Dallas, Texas.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. John has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. 2/27/2020 - JRH, LL2. - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 04/2015 - 8 Hours Per Month/2 Hours During Securities Trading - Time Spent 5% - Health and group health. 2. 3/27/2020 - Fuse Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 03/2020 - 160 Hours Per Month During Securities Trading - Time Spent 100% - I provide investment advisory services through Fuse Partners, LLC, an independent investment advisor firm. I started this business activity in 03/2020. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD.
CRS (Client Relationship Summary) - RIA
Click below to view John Robert Hoffman's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 11, 2024 - Present
BALEFIRE, LLC
Office #1: 14221 Dallas Parkway Suite 100, Dallas, TX 75254RIA
CRD#: 168733
DALLAS, TX
Past
March 25, 2020 - December 31, 2023
BALEFIRE, LLC
RIA
CRD#: 168733
St Louis Park, MN
Past
February 27, 2020 - June 29, 2022
LPL FINANCIAL LLC
BD
CRD#: 6413
ST LOUIS PARK, MN
Past
January 17, 2014 - July 23, 2019
PRINCIPAL SECURITIES, INC.
RIA
CRD#: 1137
MINNETONKA, MN
Past
March 27, 2000 - July 23, 2019
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
MINNETONKA, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BL
BALEFIRE, LLC
401K FOR ME | WEALTHBRIDGE | VPAG LLC | VISIONPOINT GROUP, LLC | VISIONPOINT ADVISORY GROUP, LLC | VISIONPOINT ADVISORY GROUP | VISIONPOINT 3D SOLUTIONS | VISIONPOINT | UNITED WEALTH MANAGEMENT | TEXAS PRIVATE WEALTH | STAHR, MATTHEW G | ROCKWAY WEALTH PARTNERS | NAVITAS WEALTH ADVISORS | MAKE WAY WEALTH MANAGEMENT | FUSE PARTNERS, LLC | FUSE PARTNERS GROUP LLC | FUSE PARTNERS | FIVE TALENTS FINANCIAL MANAGEMENT GROUP | FIVE TALENTS ADVISORY | DELSA WEALTH MANAGEMENT | CASTLE FINANCIAL | BALEFIRE, LLC | BALEFIRE
CRD#: 168733 / SEC#: 801-78506
RIA
Registered Investment Advisory firm - (1/8/2014 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Minnesota(1/11/2024)
IAR
Texas(1/11/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
BL
BALEFIRE, LLC
401K FOR ME | WEALTHBRIDGE | VPAG LLC | VISIONPOINT GROUP, LLC | VISIONPOINT ADVISORY GROUP, LLC | VISIONPOINT ADVISORY GROUP | VISIONPOINT 3D SOLUTIONS | VISIONPOINT | UNITED WEALTH MANAGEMENT | TEXAS PRIVATE WEALTH | STAHR, MATTHEW G | ROCKWAY WEALTH PARTNERS | NAVITAS WEALTH ADVISORS | MAKE WAY WEALTH MANAGEMENT | FUSE PARTNERS, LLC | FUSE PARTNERS GROUP LLC | FUSE PARTNERS | FIVE TALENTS FINANCIAL MANAGEMENT GROUP | FIVE TALENTS ADVISORY | DELSA WEALTH MANAGEMENT | CASTLE FINANCIAL | BALEFIRE, LLC | BALEFIRE
CRD#: 168733 / SEC#: 801-78506
RIA
Registered Investment Advisory firm - (1/8/2014 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
14221 Dallas Parkway Suite 100, Dallas, TX 75254
Mailing Address
Phone number
(972) 361-1001
Established
Firm type
Fiscal year end
# of Employees
36
SEC notice filing (25 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,527 |
| AUM (Assets Under Management) | $ 1,236,940,085 |
Red Flags
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Company Information
BALEFIRE, LLC
CRD#: 168733Dallas, TX 75254TRUST BUT VERIFY
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