DFX Intelligence
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M••••• B•••• W•••••••••
Senior Vice President/Investmentsat S•••••• N••••••• • C••••••• I•••••••••Dual registrant· Succasunna, NjIAPD 2417850
Certified Financial Planner
As of · the IAPD feed
- At current firm
- 3 y
- In the industry
- 28 y
- Prior registered firms
- 4
- Signals
- 1
since Aug 1, 2023
As of · the IAPD feed
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Professional profileWhat is shown hereOnly business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
title, designations and roles as the firm prints them
- Title
- Senior Vice President/Investmentsreportedmartinwelzmuller.comfirm site, Sep 24, 2026
Registration history
IAPD current and previous registrations
- S•••••• N••••••• • C••••••• I••••••••• national BD currentsince Aug 1, 2023 · Succasunna, Nj
- W•••• F•••• A••••••• wirehouseSep 28, 2011 to Aug 30, 2023 · Short Hills, Nj
- R•• C•••••• M••••••• L•• national BDOct 9, 2009 to Oct 10, 2011 · Parsippany, Nj
- J• B• H•••••• • C•• unclassifiedAug 28, 2006 to Oct 9, 2009 · Parsippany, Nj
- R••• B••• • C•• unclassifiedJan 26, 1999 to Sep 12, 2006 · Florham Park, Nj
Moves
a registration end followed by a registration begin elsewhere
- W•••• F•••• A••••••• to S•••••• N••••••• • C••••••• I•••••••••left Aug 30, 2023, registered Aug 1, 2023 (-29 days) · Wirehouse to affiliated broker-dealer or bank
- R•• C•••••• M••••••• L•• to W•••• F•••• A•••••••left Oct 10, 2011, registered Sep 28, 2011 (-12 days) · Affiliated broker-dealer or bank to wirehouse
- J• B• H•••••• • C•• to R•• C•••••• M••••••• L••left Oct 9, 2009, registered Oct 9, 2009 (0 days) · corporate re-registration, not a move
- R••• B••• • C•• to J• B• H•••••• • C••left Sep 12, 2006, registered Aug 28, 2006 (-15 days) · Other
Signals
- ••• LockedAug 30, 2023 · Advisor changed firm · fact
Transition signalsWhat these will draw onThe 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.
No combined mobility score is published yet. The signals above are on record, each with its own history and base rate.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- National broker-dealer RIAderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, the raw outside business text and any address in it, personal outside activities, branch street addressoutside businesses appear above as structured facts, reviewed, with a short quote