DFX Intelligence
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Registered advisor
A••••• H••••• G••••
R•••••• J•••• F•••••••• S••••••• A•••••••• I••BD affiliatedNorthville, Midual registrantIAPD 2945475
Feed of 09/14/2026
At current firm
10 y
since Jun 16, 2016
In the industry
28 y
since Oct 14, 1997 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, 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
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated currentsince Jun 16, 2016 · Northville, Mi
- A••••••••• F•••••••• S•••••••• L•• national BDOct 29, 2015 to Jun 3, 2016 · Livonia, Mi
- I••••••••• F•••••••• A•••••••• L•• unclassifiedAug 30, 2012 to Oct 29, 2015 · Livonia, Mi
- L•• F•••••••• L•• BD affiliatedAug 9, 2012 to Nov 10, 2015 · Coopersville, Mi
- A••••••••• F•••••••• S•••••••• L•• national BDMar 9, 2009 to Aug 1, 2012 · Livonia, Mi
Moves
a registration end followed by a registration begin elsewhere
- A••••••••• F•••••••• S•••••••• L•• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Jun 3, 2016, registered Jun 16, 2016 (13 days) · Other · moved with a team
- L•• F•••••••• L•• to I••••••••• F•••••••• A•••••••• L••left Nov 10, 2015, registered Aug 30, 2012 (-1167 days) · Other
- I••••••••• F•••••••• A•••••••• L•• to A••••••••• F•••••••• S•••••••• L••left Oct 29, 2015, registered Oct 29, 2015 (0 days) · Other
- A••••••••• F•••••••• S•••••••• L•• to L•• F•••••••• L••left Aug 1, 2012, registered Aug 9, 2012 (8 days) · Other
Signals
No dated event on this person.
Transition signalsWhat these will draw onThe 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.
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address