DFX Intelligence
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Registered advisor
B•••• K•••••• H•••••
Certified Financial Planner
Feed of 09/14/2026
At current firm
12 y
since Oct 11, 2013
In the industry
14 y
since Jun 18, 2012 (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
n/a
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- H••••• F•••••••• G••••• L•• state registered currentsince Oct 11, 2013 · Perrysburg, Oh
- P••••• F•••••••• C••• formerJun 18, 2012 to Jul 18, 2013 · Toledo, Oh
Moves
a registration end followed by a registration begin elsewhere
- P••••• F•••••••• C••• to H••••• F•••••••• G••••• L••left Jul 18, 2013, registered Oct 11, 2013 (85 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The 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.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- STATE REGISTEREDderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address