DFX Intelligence
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Registered advisor
B••• M••••••• B••••••••
Chartered Financial Consultant
Feed of 09/14/2026
Also filed as B••• M• B••••••••
At current firm
2 y
since Apr 12, 2024
In the industry
22 y
since Jun 25, 2004 (earliest exam, job or registration)
Prior registered firms
2
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
1
dated events on this person
Registration history
IAPD current and previous registrations
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated currentsince Apr 12, 2024 · Herndon, Va
- E••••• J•••• national BDJul 18, 2014 to Apr 18, 2024 · Ashburn, Va
- P•••• S••••••••• L•• no RAUMJul 23, 2004 to Jul 17, 2014 · Vienna, Va
Moves
a registration end followed by a registration begin elsewhere
- E••••• J•••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Apr 18, 2024, registered Apr 12, 2024 (-6 days) · Affiliated broker-dealer or bank to another
- P•••• S••••••••• L•• to E••••• J••••left Jul 17, 2014, registered Jul 18, 2014 (1 day) · Other
Signals
- ••• LockedApr 18, 2024 · 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
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address