DFX Intelligence
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Registered advisor
D•••• A••••• P•••••••••
Certified Financial Planner
Feed of 09/14/2026
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
- ••• Lockedreportedcreativeplanning.comfirm site, Sep 24, 2026
At current firm
8 y
since Aug 6, 2018
In the industry
25 y
since Aug 29, 2001 (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
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
- C••••••• P••••••• independent RIA currentsince Aug 6, 2018 · Hampstead, Md
- R•••••• J•••• • A••••••••• I••• national BDMay 14, 2015 to Jul 20, 2018 · Westminster, Md
Moves
a registration end followed by a registration begin elsewhere
- R•••••• J•••• • A••••••••• I••• to C••••••• P•••••••left Jul 20, 2018, registered Aug 6, 2018 (17 days) · Affiliated broker-dealer or bank to independent RIA
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
- Independent wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address