DFX Intelligence
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Registered advisor
G••• E••••• Y••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as G••• E••••• Y••••••••• Y••••
At current firm
6 y
since Mar 9, 2020
In the industry
43 y
since Jul 1, 1983 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
2
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
- M••••• S•••••• wirehouse currentsince Mar 9, 2020 · Birmingham, Mi
- A••••• Y••••• I••• unclassifiedApr 20, 2011 to Mar 16, 2020 · Bloomfield Hills, Mi
Moves
a registration end followed by a registration begin elsewhere
- A••••• Y••••• I••• to M••••• S••••••left Mar 16, 2020, registered Mar 9, 2020 (-7 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
- Wirehousederived
- Years in industry
- 43derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address