DFX Intelligence

RIA Intelligence

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Registered advisor

B••••• D• B••••

R•••••• J•••• F•••••••• S••••••• A•••••••• I••BD affiliatedCuyahoga Falls, Oh dual registrantIAPD 2356165
Feed of 09/15/2026
At current firm
16 y
since Nov 18, 2009
In the industry
36 y
since Sep 1, 1990 (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
1
dated events on this person
Registration history
IAPD current and previous registrations
  • W•••••• R•••••• R•••••••• C••••••••• unclassified
    Jan 27, 2021 to Dec 31, 2025 · Hudson, Oh
Moves
a registration end followed by a registration begin elsewhere
  • W•••••• R•••••• R•••••••• C••••••••• to no registered destination
    left Dec 31, 2025 · Departure, no registered destination
Signals
  • ••• Locked
    Dec 31, 2025 · Advisor departure · fact
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
36derivedfrom the earliest dated exam, employment or registration
Not published
disclosure flags, outside business text, branch street address