DFX Intelligence
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Registered advisor
J•••••• J•• B•••
Certified Financial Planner
Feed of 09/14/2026
Also filed as J•••••• B•••
At current firm
6 y
since Dec 5, 2019
In the industry
25 y
since Mar 15, 2001 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
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
- U•• F•••••••• S••••••• I••• wirehouse currentsince Dec 5, 2019 · St Cloud, Mn
- W•••• F•••• A••••••• wirehouseMay 9, 2011 to Dec 11, 2019 · Saint Cloud, Mn
- U•• F•••••••• S••••••• I••• wirehouseJul 28, 2009 to May 17, 2011 · St Cloud, Mn
Moves
a registration end followed by a registration begin elsewhere
- W•••• F•••• A••••••• to U•• F•••••••• S••••••• I•••left Dec 11, 2019, registered Dec 5, 2019 (-6 days) · Wirehouse to wirehouse
- U•• F•••••••• S••••••• I••• to W•••• F•••• A•••••••left May 17, 2011, registered May 9, 2011 (-8 days) · Wirehouse to wirehouse
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
- Wirehousederived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address