DFX Intelligence
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Registered advisor
J••• M••••• N•••••
Feed of 09/14/2026
At current firm
20 y
since Dec 19, 2005
In the industry
44 y
since Jun 30, 1982 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
4
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- V•••• F•••••••• A•••••••• I••• BD affiliated currentsince Dec 19, 2005 · Orlando, Fl
- R•••••• J•••• F•••••••• S•••••••• I••• unclassifiedJan 12, 1999 to Dec 31, 2005 · Flagler Beach, Fl
Moves
a registration end followed by a registration begin elsewhere
- R•••••• J•••• F•••••••• S•••••••• I••• to V•••• F•••••••• A•••••••• I•••left Dec 31, 2005, registered Dec 19, 2005 (-12 days) · Other
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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 44derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address