DFX Intelligence
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Registered advisor
J••••• A••• A••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as J••••• A• A••••
At current firm
17 y
since Dec 12, 2008
In the industry
27 y
since Sep 23, 1999 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
3
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
- L•• F•••••••• L•• BD affiliated currentsince Dec 12, 2008 · Perrysburg, Oh
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseJun 28, 2000 to Dec 12, 2008 · Toledo, Oh
Moves
a registration end followed by a registration begin elsewhere
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to L•• F•••••••• L••left Dec 12, 2008, registered Dec 12, 2008 (0 days) · Other
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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address