DFX Intelligence
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Registered advisor
S•••••• T•••• P•••••
Certified Financial Planner
Feed of 09/14/2026
At current firm
1 y
since Jan 1, 2025
In the industry
45 y
since Jul 21, 1981 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Professional profileWhat is shown hereOnly business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
title, designations and roles as the firm prints them
- Title
- Founder & CEOreportednautiluswealthadvisors.comfirm site, Sep 16, 2026
Registration history
IAPD current and previous registrations
- N••••••• W••••• A••••••• independent RIA currentsince Jan 1, 2025 · Indialantic, Fl
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliatedJan 2, 2009 to Jun 22, 2021 · Indialantic, Fl
- R•••••• J•••• F•••••••• S•••••••• I••• unclassifiedJan 17, 1991 to Oct 13, 2009 · Indialantic, Fl
Moves
a registration end followed by a registration begin elsewhere
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to N••••••• W••••• A•••••••left Jun 22, 2021, registered Jan 1, 2025 (1289 days) · Affiliated broker-dealer or bank to independent RIA
- R•••••• J•••• F•••••••• S•••••••• I••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Oct 13, 2009, registered Jan 2, 2009 (-284 days) · corporate re-registration, not a move
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 45derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address