DFX Intelligence
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Registered advisor
W•••••• J•••• B•••••
Feed of 09/19/2026
Also filed as B••• B••••••••• J•••• B•••••
At current firm
21 y
since Sep 16, 2005
In the industry
34 y
since Nov 29, 1991 (earliest exam, job or registration)
Prior registered firms
0
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
1
dated events on this person
Registration history
IAPD current and previous registrations
- W•••• F•••• A••••••• wirehouse currentsince Sep 16, 2005 · Manahawkin, Nj
Moves
a registration end followed by a registration begin elsewhere
No firm change on the tape.
Signals
- ••• LockedSep 18, 2026 · New state registration · fact
Transition signals
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wirehousederived
- Years in industry
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address