DFX Intelligence
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Registered advisor
C•••••• H•••••• B•••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as C•••••• H•••••• B•••••
At current firm
17 y
since Jan 2, 2009
In the industry
46 y
since Nov 28, 1979 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
3
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
Registration history
IAPD current and previous registrations
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated currentsince Jan 2, 2009 · Columbus, Oh
- A•••• P••••••• M••••••••• • R••••••• I•• unclassifiedJun 1, 2004 to Apr 6, 2015 · Columbus, Oh
Moves
a registration end followed by a registration begin elsewhere
- A•••• P••••••• M••••••••• • R••••••• I•• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Apr 6, 2015, registered Jan 2, 2009 (-2285 days) · Other · moved with a team
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
- 46derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address