DFX Intelligence
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Registered advisor
A••••• J••••• G•••••••
Chartered Financial Consultant
Feed of 09/14/2026
Also filed as A••••• J••••• G••••••••• G•••••••
At current firm
10 y
since Sep 12, 2016
In the industry
38 y
since Aug 1, 1988 (earliest exam, job or registration)
Prior registered firms
1
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
0
dated events on this person
Registration history
IAPD current and previous registrations
- T••••• A••••••• S•••••••• I••• BD affiliated currentsince Sep 12, 2016 · Boone, Nc
- A••••• A•• P••••••• S••••••• BD affiliatedJul 18, 2006 to Oct 13, 2015 · Morrisville, Nc
Moves
a registration end followed by a registration begin elsewhere
- A••••• A•• P••••••• S••••••• to T••••• A••••••• S•••••••• I•••left Oct 13, 2015, registered Sep 12, 2016 (335 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
- 38derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address