DFX Intelligence
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Registered advisor
A••••• J••• M•••
Feed of 09/14/2026
Also filed as A•• M••••••••• M•••
At current firm
3 y
since Sep 27, 2022
In the industry
34 y
since Sep 25, 1991 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Professional profileWhat is shown hereOnly business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
title, designations and roles as the firm prints them
- Title
- Financial Advisorreportedstifel.comfirm site, Sep 24, 2026
Registration history
IAPD current and previous registrations
- S•••••• N••••••• • C••••••• I••••••••• national BD currentsince Sep 27, 2022 · Coral Gables, Fl
- S••••••• I••••••••• S•••••••• I••• formerSep 15, 2005 to Jun 7, 2006 · Miami, Fl
- W•••• F•••• A••••••• wirehouseAug 13, 2001 to Sep 6, 2005 · Miami, Fl
Moves
a registration end followed by a registration begin elsewhere
- S••••••• I••••••••• S•••••••• I••• to S•••••• N••••••• • C••••••• I•••••••••left Jun 7, 2006, registered Sep 27, 2022 (5956 days) · Other
- W•••• F•••• A••••••• to S••••••• I••••••••• S•••••••• I•••left Sep 6, 2005, registered Sep 15, 2005 (9 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
- National broker-dealer RIAderived
- Years in industry
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address