DFX Intelligence
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Registered advisor
J•••• W••••••• P••••••
Feed of 09/14/2026
At current firm
11 y
since Nov 7, 2014
In the industry
31 y
since Mar 3, 1995 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
3
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
- R••••• W• B•••• • C•• I••••••••• mixed wealth currentsince Nov 7, 2014 · Hailey, Id
- M•••••• W••••• R••••• I••• formerMay 27, 2010 to Nov 7, 2014 · Portland, Or
Moves
a registration end followed by a registration begin elsewhere
- M•••••• W••••• R••••• I••• to R••••• W• B•••• • C•• I•••••••••left Nov 7, 2014, registered Nov 7, 2014 (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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address