DFX Intelligence
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Registered advisor
J••• T••••• F••••••
Feed of 09/14/2026
Also filed as J••• F••••••••• T• F••••••••• T••••• F••••••••• T• F••••••••• F••••••
At current firm
10 y
since Sep 6, 2016
In the industry
42 y
since Aug 29, 1984 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, 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
- M••••• S•••••• wirehouse currentsince Sep 6, 2016 · Ponte Vedra Beach, Fl
- A••••••••• F•••••••• S•••••••• L•• national BDNov 30, 2012 to Aug 29, 2016 · Ponte Vedra Beach, Fl
- W•••••• • R••• formerDec 3, 2010 to Dec 6, 2012 · J•••Sonville, Fl
Moves
a registration end followed by a registration begin elsewhere
- A••••••••• F•••••••• S•••••••• L•• to M••••• S••••••left Aug 29, 2016, registered Sep 6, 2016 (8 days) · Affiliated broker-dealer or bank to wirehouse
- W•••••• • R••• to A••••••••• F•••••••• S•••••••• L••left Dec 6, 2012, registered Nov 30, 2012 (-6 days) · Other
Signals
- ••• LockedSep 18, 2026 · Advisor registration ended · derived
Transition signals
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wirehousederived
- Years in industry
- 42derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address