DFX Intelligence
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Registered advisor
J••• J• N••••••
Chartered Financial Consultant
Feed of 09/14/2026
Also filed as J••• J••••• N••••••
At current firm
21 y
since May 31, 2005
In the industry
30 y
since Jun 25, 1996 (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
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
- P••• A••••• S••••••••• L•• BD affiliated currentsince May 31, 2005 · Fort Myers, Fl
- S••••••• F•••••••• S•••••••• I••• formerJun 25, 1996 to Mar 31, 2005 · Fort Myers, Fl
Moves
a registration end followed by a registration begin elsewhere
- S••••••• F•••••••• S•••••••• I••• to P••• A••••• S••••••••• L••left Mar 31, 2005, registered May 31, 2005 (61 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
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address