DFX Intelligence
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Registered advisor
M•••••• A• B••••••
Certified Financial Planner
Feed of 09/23/2026
Also filed as M•••••• A• B••••••••• A••• B••••••
At current firm
18 y
since May 21, 2008
In the industry
31 y
since Jul 5, 1995 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
4
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
- U•• F•••••••• S••••••• I••• wirehouse currentsince May 21, 2008 · Mt. Laurel, Nj
- C•••••••• G••••• M•••••• I••• BD affiliatedMay 3, 2002 to Apr 11, 2005 · Mount Laurel, Nj
Moves
a registration end followed by a registration begin elsewhere
- C•••••••• G••••• M•••••• I••• to U•• F•••••••• S••••••• I•••left Apr 11, 2005, registered May 21, 2008 (1136 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
- Wirehousederived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address