DFX Intelligence
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Registered advisor
W•••••• B••••• W•••
Feed of 09/14/2026
Also filed as B••• W•••
At current firm
0 y
since Jan 13, 2026
In the industry
32 y
since Jun 10, 1994 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
1
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
- H•••••••• A•••••••• L•• BD affiliated currentsince Jan 13, 2026 · Iselin, Nj
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseApr 18, 2002 to Sep 2, 2014 · Newark, Nj
Moves
a registration end followed by a registration begin elsewhere
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to H•••••••• A•••••••• L••left Sep 2, 2014, registered Jan 13, 2026 (4151 days) · Wirehouse to affiliated broker-dealer or bank
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
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address