DFX Intelligence
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Registered advisor
B••• G• B•••••
Chartered Financial Consultant
Feed of 09/15/2026
Also filed as B••• G••••• B•••••
At current firm
12 y
since May 22, 2014
In the industry
28 y
since Apr 1, 1998 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
4
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- M••••• S•••••• wirehouse currentsince May 22, 2014 · Columbus, Oh
- C•••• I••••••••• S••••••• C•••• formerNov 4, 2005 to Nov 8, 2005 · Salt Lake City, Ut
- B••• O•• S••••••••• C••••••••• unclassifiedJun 19, 2003 to Aug 2, 2004 · Austin, Tx
Moves
a registration end followed by a registration begin elsewhere
- C•••• I••••••••• S••••••• C•••• to M••••• S••••••left Nov 8, 2005, registered May 22, 2014 (3117 days) · Other
- B••• O•• S••••••••• C••••••••• to C•••• I••••••••• S••••••• C••••left Aug 2, 2004, registered Nov 4, 2005 (459 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
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address