DFX Intelligence
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Registered advisor
J•••• E••• H•••••
Certified Financial Planner · Chartered Financial Consultant
Feed of 09/14/2026
At current firm
15 y
since Dec 9, 2010
In the industry
26 y
since Aug 23, 2000 (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
0
dated events on this person
Registration history
IAPD current and previous registrations
- M•• I•••••••• S•••••••• L•• BD affiliated currentsince Dec 9, 2010 · North Palm Beach, Fl
- P••• A••••• S••••••••• L•• BD affiliatedAug 9, 2006 to Oct 7, 2010 · Miami, Fl
Moves
a registration end followed by a registration begin elsewhere
- P••• A••••• S••••••••• L•• to M•• I•••••••• S•••••••• L••left Oct 7, 2010, registered Dec 9, 2010 (63 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
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address