DFX Intelligence
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Registered advisor
D••••• V••• H•••••••••
R•••••• J•••• F•••••••• S••••••• A•••••••• I••BD affiliatedMarco Island, Fl dual registrantIAPD 1089837
Certified Financial Planner
Feed of 09/14/2026
Also filed as D••••• V• H••••••••• J•••••••• V• H••••••••• C••• C••••••••• V• H••••••••• C••••••••• V• H••••••••• J•• C••• C••••••••• V• H•••••••••
At current firm
9 y
since Sep 28, 2016
In the industry
43 y
since Feb 2, 1983 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
4
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated currentsince Sep 28, 2016 · Jackson, Mi
- P•••••••• W••••• M••••••••• I••• unclassifiedMar 13, 2008 to Apr 6, 2011 · Phoenix, Az
- O•••• W•••••• I••• BD affiliatedApr 5, 2006 to Sep 26, 2016 · Jackson, Mi
- V••• F•••••••• A•••••••• I••• BD affiliatedSep 30, 1998 to May 21, 2004 · Jackson, Mi
Moves
a registration end followed by a registration begin elsewhere
- O•••• W•••••• I••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Sep 26, 2016, registered Sep 28, 2016 (2 days) · Other
- P•••••••• W••••• M••••••••• I••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Apr 6, 2011, registered Sep 28, 2016 (2002 days) · Other
- V••• F•••••••• A•••••••• I••• to O•••• W•••••• I•••left May 21, 2004, registered Apr 5, 2006 (684 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
- 43derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address