DFX Intelligence
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Registered advisor
T••••• B•••• T•••••
Feed of 09/14/2026
At current firm
13 y
since May 8, 2013
In the industry
27 y
since Jan 25, 1999 (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, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- A••••• A•• P••••••• S••••••• BD affiliated currentsince May 8, 2013 · Grand Rapids, Mi
- V•••• F•••••••• A•••••••• I••• BD affiliatedJan 13, 2006 to Jul 28, 2008 · Owosso, Mi
Moves
a registration end followed by a registration begin elsewhere
- V•••• F•••••••• A•••••••• I••• to A••••• A•• P••••••• S•••••••left Jul 28, 2008, registered May 8, 2013 (1745 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
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address