DFX Intelligence
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Registered advisor
G•••••• P• H••••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as G••• P••••••• H••••••
At current firm
17 y
since Oct 29, 2008
In the industry
25 y
since May 1, 2001 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
16
current, as an IAR
Firms today
1
current registrations
Exams
S65, 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
- P••• A••••• S••••••••• L•• BD affiliated currentsince Oct 29, 2008 · Woodcliff Lake, Nj
- S••••••• F•••••••• S•••••••• I••• formerMar 11, 2002 to Sep 20, 2002 · Vienna, Va
Moves
a registration end followed by a registration begin elsewhere
- S••••••• F•••••••• S•••••••• I••• to P••• A••••• S••••••••• L••left Sep 20, 2002, registered Oct 29, 2008 (2231 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
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address