DFX Intelligence
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Registered advisor
C••• A•••••• L•••••••
Feed of 09/15/2026
ContactWhat is shown hereOnly business contact points published by the advisor’s firm, on its own site or advisor directory, and matched to this registered advisor with a second fact beyond the name. Nothing is inferred or guessed; an office or team line is labelled as such and never shown as a direct line.
what the firm publishes for this advisor, each with the page it was read from
- Advisor profile
- ••• Lockedreportedlojewskiwealthmanagementgroup.comfirm site, Sep 24, 2026
- Team page
- ••• Lockedreportedwithheld-3firm site, Sep 24, 2026
At current firm
16 y
since Sep 25, 2009
In the industry
30 y
since Feb 12, 1996 (earliest exam, job or registration)
Prior registered firms
3
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
Professional profileWhat is shown hereOnly business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
title, designations and roles as the firm prints them
- Title
- Senior Vice President/Investmentsreportedstifel.comfirm site, Sep 24, 2026
Registration history
IAPD current and previous registrations
- S•••••• N••••••• • C••••••• I••••••••• national BD currentsince Sep 25, 2009 · Wilkes-Barre, Pa
- U•• F•••••••• S••••••• I••• wirehouseJun 4, 2008 to Sep 25, 2009 · Weehawken, Nj
- W•••• F•••• A••••••• wirehouseJul 1, 2003 to Jun 10, 2008 · Scranton, Pa
- P••••••••• E••••• G••••• L•• unclassifiedFeb 10, 1997 to Jul 1, 2003 · Scranton, Pa
Moves
a registration end followed by a registration begin elsewhere
- U•• F•••••••• S••••••• I••• to S•••••• N••••••• • C••••••• I•••••••••left Sep 25, 2009, registered Sep 25, 2009 (0 days) · corporate re-registration, not a move
- W•••• F•••• A••••••• to U•• F•••••••• S••••••• I•••left Jun 10, 2008, registered Jun 4, 2008 (-6 days) · Wirehouse to wirehouse
- P••••••••• E••••• G••••• L•• to W•••• F•••• A•••••••left Jul 1, 2003, registered Jul 1, 2003 (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
- National broker-dealer RIAderived
- Years in industry
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address