DFX Intelligence
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Registered advisor
J••• E••••• P••••••
Feed of 09/14/2026
Also filed as J••• E• P••••••
At current firm
23 y
since Oct 7, 2002
In the industry
33 y
since Jul 19, 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, S65
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•••• • A••••••••• I••• national BD currentsince Oct 7, 2002 · Orlando, Fl
- V••• F•••••••• A•••••••• I••• BD affiliatedSep 13, 1999 to Sep 30, 2002 · Winter Park, Fl
Moves
a registration end followed by a registration begin elsewhere
- V••• F•••••••• A•••••••• I••• to R•••••• J•••• • A••••••••• I•••left Sep 30, 2002, registered Oct 7, 2002 (7 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
- National broker-dealer RIAderived
- Years in industry
- 33derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address