DFX Intelligence
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Registered advisor
J•• E••• W••••••
Feed of 09/15/2026
Also filed as J•• E••• B••••
At current firm
21 y
since Feb 24, 2005
In the industry
28 y
since Mar 2, 1998 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
4
current, as an IAR
Firms today
1
current registrations
Exams
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
- N•••••••• B••••• B• L•• no RAUM currentsince Feb 24, 2005 · Atlanta, Ga
- N•••••••• B••••• B• L•• no RAUMJul 26, 2002 to Jul 3, 2003 · West Palm Beach, Fl
Moves
a registration end followed by a registration begin elsewhere
No firm change on the tape.
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
- No RAUM reportedderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address