DFX Intelligence
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Registered advisor
R•••••• M••• P•••••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as R••• P•••••••
At current firm
0 y
since Jan 2, 2026
In the industry
31 y
since Jul 24, 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
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
- B••••••••• F•••••••• A••••••• L•• state registered currentsince Jan 2, 2026 · Ormond Beach, Fl
- B••••••••• F•••••••• A••••••• L•• state registeredDec 18, 2003 to Dec 31, 2014 · Daytona Beach, Fl
- C•• F•••••••• A•••••••• I••• unclassifiedApr 16, 2003 to Oct 25, 2003 · Daytona Beach, Fl
Moves
a registration end followed by a registration begin elsewhere
- C•• F•••••••• A•••••••• I••• to B••••••••• F•••••••• A••••••• L••left Oct 25, 2003, registered Dec 18, 2003 (54 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- STATE REGISTEREDderived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address