DFX Intelligence
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Registered advisor
J••• G• B•••••••••
Certified Financial Planner
Feed of 09/18/2026
Also filed as J••• B•••••••••
At current firm
7 y
since Jun 7, 2019
In the industry
41 y
since Sep 25, 1984 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
4
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 Jun 7, 2019 · Colorado Springs, Co
- W•••• F•••• A••••••• wirehouseSep 25, 2009 to Jun 12, 2019 · Chicago, Il
- U•• F•••••••• S••••••• I••• wirehouseDec 16, 1998 to Oct 2, 2009 · Fort Wayne, In
Moves
a registration end followed by a registration begin elsewhere
- W•••• F•••• A••••••• to M••••• S••••••left Jun 12, 2019, registered Jun 7, 2019 (-5 days) · Wirehouse to wirehouse
- U•• F•••••••• S••••••• I••• to W•••• F•••• A•••••••left Oct 2, 2009, registered Sep 25, 2009 (-7 days) · Wirehouse to wirehouse
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
- 41derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address