DFX Intelligence
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Registered advisor
A•••••• J••••• M•••••
Chartered Financial Consultant
Feed of 09/15/2026
At current firm
15 y
since May 2, 2011
In the industry
38 y
since Jun 1, 1988 (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
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- S•• BD affiliated currentsince May 2, 2011 · Ann Arbor, Mi
- V••• F•••••••• A•••••••• I••• BD affiliatedAug 7, 1997 to May 4, 2011 · Troy, Mi
Moves
a registration end followed by a registration begin elsewhere
- V••• F•••••••• A•••••••• I••• to S••left May 4, 2011, registered May 2, 2011 (-2 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 38derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address