DFX Intelligence
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Registered advisor
B••• L•• B••••••
Certified Financial Planner
Feed of 09/14/2026
At current firm
4 y
since Feb 24, 2022
In the industry
33 y
since Sep 17, 1993 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S66, 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
- S••••• W••••• A•••••••• I••• no RAUM currentsince Feb 24, 2022 · Orlando, Fl
- S••••• W••••• A•••••••• I••• no RAUMFeb 15, 2012 to Dec 18, 2019 · Orlando, Fl
- C•••••• S••••• • C••• I••• national BDJul 7, 2004 to Mar 23, 2012 · Orlando, Fl
Moves
a registration end followed by a registration begin elsewhere
- C•••••• S••••• • C••• I••• to S••••• W••••• A•••••••• I•••left Mar 23, 2012, registered Feb 15, 2012 (-37 days) · channel change inside one enterprise, not a move
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- No RAUM reportedderived
- Years in industry
- 33derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address