DFX Intelligence
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Registered advisor
T••• G•••••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as T••• G••••••••• A••• G•••••••
At current firm
6 y
since Sep 4, 2020
In the industry
34 y
since Apr 9, 1992 (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
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- W•••• F•••• A••••••• wirehouse currentsince Sep 4, 2020 · Akron, Oh
- W•••• F•••• A••••••• wirehouseJan 2, 2003 to Sep 4, 2020 · Akron, Oh
Moves
a registration end followed by a registration begin elsewhere
- W•••• F•••• A••••••• to W•••• F•••• A•••••••left Sep 4, 2020, registered Sep 4, 2020 (0 days) · channel change inside one enterprise, not a move · moved with a team
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
- Wirehousederived
- Years in industry
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address