DFX Intelligence
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Registered advisor
T•••• K••••••• R•••
Feed of 09/14/2026
Also filed as T•••••• R••••••••• R••••••••• K••••••• R••••••••• K• R••••••••• K• R••••••
At current firm
2 y
since May 31, 2024
In the industry
16 y
since Oct 1, 2009 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- L•• F•••••••• L•• BD affiliated currentsince May 31, 2024 · Southgate, Mi
- A••••••••• F•••••••• S•••••••• L•• national BDMar 5, 2018 to Jun 5, 2024 · Brownstown Township, Mi
Moves
a registration end followed by a registration begin elsewhere
- A••••••••• F•••••••• S•••••••• L•• to L•• F•••••••• L••left Jun 5, 2024, registered May 31, 2024 (-5 days) · Affiliated broker-dealer or bank to another · moved with a team
Signals
- ••• LockedJun 5, 2024 · Advisor changed firm · fact
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
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address