DFX Intelligence
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Registered advisor
J•••• V••••• C•••••
Certified Financial Planner · Chartered Financial Consultant
Feed of 09/14/2026
Also filed as V•• C•••••
At current firm
16 y
since Jun 15, 2010
In the industry
32 y
since Jun 6, 1994 (earliest exam, job or registration)
Prior registered firms
1
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
0
dated events on this person
Registration history
IAPD current and previous registrations
- C••••••••• F•••••••• N•••••• national BD currentsince Jun 15, 2010 · Wexford, Pa
- M••• S••••••••• C••••••••• unclassifiedNov 29, 1994 to Mar 23, 2005 · Wexford, Pa
Moves
a registration end followed by a registration begin elsewhere
- M••• S••••••••• C••••••••• to C••••••••• F•••••••• N••••••left Mar 23, 2005, registered Jun 15, 2010 (1910 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
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address