DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Registered advisor
J••••• P• R••••••
Feed of 09/23/2026
Also filed as J••••• P• R••••••••• P••• R••••••
At current firm
0 y
since Jul 9, 2026
In the industry
31 y
since Mar 16, 1995 (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
S65, 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
- F•••• T•••• S••••••••• I••• BD affiliated currentsince Jul 9, 2026 · Bloomfield Hills, Mi
- A••••••••• F•••••••• S•••••••• L•• national BDNov 3, 2023 to Sep 22, 2026 · Bloomfield Hills, Mi
- C••••••• S••••••••• formerFeb 14, 2018 to Nov 3, 2023 · Detroit, Mi
Moves
a registration end followed by a registration begin elsewhere
- A••••••••• F•••••••• S•••••••• L•• to F•••• T•••• S••••••••• I•••left Sep 22, 2026, registered Jul 9, 2026 (-75 days) · corporate re-registration, not a move
- C••••••• S••••••••• to A••••••••• F•••••••• S•••••••• L••left Nov 3, 2023, registered Nov 3, 2023 (0 days) · corporate re-registration, not a move
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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address