DFX Intelligence
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Registered advisor
J•• L•••• B•••••••
Feed of 09/14/2026
Also filed as J•• L•••• B••••••••• L• B•••••••
At current firm
19 y
since Jun 26, 2007
In the industry
23 y
since Jan 31, 2003 (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, S65
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 Jun 26, 2007 · Birmingham, Mi
- W•••• F•••• A••••••• wirehouseJul 2, 2003 to Jun 22, 2007 · Bloomfield Hills, Mi
Moves
a registration end followed by a registration begin elsewhere
- W•••• F•••• A••••••• to U•• F•••••••• S••••••• I•••left Jun 22, 2007, registered Jun 26, 2007 (4 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
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address