DFX Intelligence
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Registered advisor
D•••• A•••• B•••••
R•••••• J•••• F•••••••• S••••••• A•••••••• I••BD affiliatedJacksonville, Fldual registrantIAPD 2612022
Certified Financial Planner
Feed of 09/14/2026
At current firm
16 y
since Dec 21, 2009
In the industry
31 y
since Apr 1, 1995 (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
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•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated currentsince Dec 21, 2009 · Jacksonville, Fl
- B•••••• C••••••• • B••••• P• unclassifiedApr 17, 1997 to Dec 31, 2010 · Jacksonville, Fl
Moves
a registration end followed by a registration begin elsewhere
- B•••••• C••••••• • B••••• P• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Dec 31, 2010, registered Dec 21, 2009 (-375 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
- 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