DFX Intelligence
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Registered advisor
J•••• D•••••• B••••
Feed of 09/14/2026
Also filed as J•••• D• J• B•••••••• B••••
At current firm
16 y
since Sep 28, 2009
In the industry
32 y
since Dec 16, 1993 (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, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- L•• F•••••••• L•• BD affiliated currentsince Sep 28, 2009 · Indian Harbour Beach, Fl
- M••••• S•••••• C••••••••• unclassifiedApr 1, 2005 to Sep 16, 2009 · Boston, Ma
- A•••••• A••••••• S••••••• formerJan 13, 2004 to Dec 16, 2004 · Indialantic, Fl
Moves
a registration end followed by a registration begin elsewhere
- M••••• S•••••• C••••••••• to L•• F•••••••• L••left Sep 16, 2009, registered Sep 28, 2009 (12 days) · corporate re-registration, not a move
- A•••••• A••••••• S••••••• to M••••• S•••••• C•••••••••left Dec 16, 2004, registered Apr 1, 2005 (106 days) · Other
Signals
- ••• LockedSep 14, 2026 · Advisor registration ended · derived
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