DFX Intelligence
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Registered advisor
R••••• J•••• B•••••••
Feed of 09/14/2026
At current firm
15 y
since Jan 31, 2011
In the industry
32 y
since May 10, 1994 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
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
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated currentsince Jan 31, 2011 · Manasquan, Nj
- W•••• F•••• A••••••• wirehouseJan 1, 2008 to Oct 22, 2009 · Wall Township, Nj
- A• G• E•••••• • S•••• I••• unclassifiedOct 14, 2003 to Jan 1, 2008 · Wall Township, Nj
Moves
a registration end followed by a registration begin elsewhere
- W•••• F•••• A••••••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Oct 22, 2009, registered Jan 31, 2011 (466 days) · Other
- A• G• E•••••• • S•••• I••• to W•••• F•••• A•••••••left Jan 1, 2008, registered Jan 1, 2008 (0 days) · corporate re-registration, not a move
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