DFX Intelligence
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Registered advisor
B•••• D•••• H•••••••••
Chartered Financial Consultant
Feed of 09/14/2026
At current firm
9 y
since Jul 27, 2017
In the industry
33 y
since Apr 30, 1993 (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
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- P•••••••• S••••••••• I••• BD affiliated currentsince Jul 27, 2017 · Dyersville, Ia
- M•• F•••••••• S•••••••• I••• formerJan 1, 1999 to Sep 1, 2015 · West Des Moines, Ia
Moves
a registration end followed by a registration begin elsewhere
- M•• F•••••••• S•••••••• I••• to P•••••••• S••••••••• I•••left Sep 1, 2015, registered Jul 27, 2017 (695 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
- 33derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address