DFX Intelligence
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Registered advisor
K••• J••••••• B••••••••
Feed of 09/14/2026
At current firm
3 y
since Aug 11, 2023
In the industry
39 y
since Apr 30, 1987 (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
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated currentsince Aug 11, 2023 · Uniontown, Oh
- M••••• S•••••• wirehouseAug 16, 2013 to Aug 25, 2023 · Akron, Oh
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseSep 8, 1989 to Aug 20, 2013 · Akron, Oh
Moves
a registration end followed by a registration begin elsewhere
- M••••• S•••••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Aug 25, 2023, registered Aug 11, 2023 (-14 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to M••••• S••••••left Aug 20, 2013, registered Aug 16, 2013 (-4 days) · Wirehouse to wirehouse
Signals
- ••• LockedAug 25, 2023 · 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
- 39derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address