DFX Intelligence
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Registered advisor
R••••• B•••• H••••••
Certified Financial Planner
Feed of 09/14/2026
At current firm
3 y
since May 9, 2023
In the industry
25 y
since Aug 1, 2001 (earliest exam, job or registration)
Prior registered firms
2
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
1
dated events on this person
Registration history
IAPD current and previous registrations
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated currentsince May 9, 2023 · Bedford, Nh
- F••••••• P••••••• A•• W•••••••• A••••••• formerJul 13, 2018 to Jan 10, 2022 · Boston, Ma
- S•••••••• A••••••• L•• national BDOct 10, 2008 to Jul 13, 2018 · Merrimack, Nh
Moves
a registration end followed by a registration begin elsewhere
- F••••••• P••••••• A•• W•••••••• A••••••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Jan 10, 2022, registered May 9, 2023 (484 days) · Affiliated broker-dealer or bank to another
- S•••••••• A••••••• L•• to F••••••• P••••••• A•• W•••••••• A•••••••left Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move
Signals
- ••• LockedJan 10, 2022 · Advisor changed firm · fact
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
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address