DFX Intelligence
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Registered advisor
S•••• L••• H••••••
R•••••• J•••• F•••••••• S••••••• A•••••••• I••BD affiliatedJacksonville, Fldual registrantIAPD 4377476
Certified Financial Planner
Feed of 09/14/2026
Also filed as S•••• L••• W•••••
At current firm
13 y
since Jul 26, 2013
In the industry
22 y
since Feb 13, 2004 (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
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated currentsince Jul 26, 2013 · Jacksonville, Fl
- R•••••• J•••• • A••••••••• I••• national BDFeb 13, 2004 to Jul 5, 2013 · St. Petersburg, Fl
Moves
a registration end followed by a registration begin elsewhere
- R•••••• J•••• • A••••••••• I••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Jul 5, 2013, registered Jul 26, 2013 (21 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
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address