DFX Intelligence
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Registered advisor
G••• C••••• H••••••
Certified Financial Planner · Chartered Financial Consultant
Feed of 09/14/2026
Also filed as G••• C••••• H••••••
At current firm
4 y
since Apr 14, 2022
In the industry
26 y
since Dec 29, 1999 (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, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- O•••• W•••••• I••• BD affiliated currentsince Apr 14, 2022 · Grand Rapids, Mi
- M•• I•••••••• S•••••••• L•• BD affiliatedDec 1, 2015 to Apr 25, 2022 · Grand Blanc, Mi
- N••••••••• M••••• I••••••••• S••••••••• no RAUMJan 29, 2010 to Nov 24, 2015 · Grand Blanc, Mi
Moves
a registration end followed by a registration begin elsewhere
- M•• I•••••••• S•••••••• L•• to O•••• W•••••• I•••left Apr 25, 2022, registered Apr 14, 2022 (-11 days) · Affiliated broker-dealer or bank to another · moved with a team
- N••••••••• M••••• I••••••••• S••••••••• to M•• I•••••••• S•••••••• L••left Nov 24, 2015, registered Dec 1, 2015 (7 days) · Other
Signals
- ••• LockedApr 25, 2022 · Advisor changed firm · fact
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
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address