DFX Intelligence
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Registered advisor
B•••••• C••••••••• H•••
Certified Financial Planner
Feed of 09/14/2026
Also filed as B•••••• C• H••••••••• C••••••••• H••••••••• H•••
At current firm
0 y
since Apr 16, 2026
In the industry
28 y
since Aug 1, 1998 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- M••••• S•••••• wirehouse currentsince Apr 16, 2026 · Wichita, Ks
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseApr 27, 1999 to Apr 17, 2026 · Wichita, Ks
Moves
a registration end followed by a registration begin elsewhere
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to M••••• S••••••left Apr 17, 2026, registered Apr 16, 2026 (-1 days) · Wirehouse to wirehouse · moved with a team
Signals
- ••• LockedApr 17, 2026 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wirehousederived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address