DFX Intelligence
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Registered advisor
J••• B••••••
Feed of 09/14/2026
Also filed as J••• M• H••••••••• M• B••••••••• M•••• B••••••
At current firm
6 y
since Nov 27, 2019
In the industry
24 y
since Sep 25, 2001 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- U•• F•••••••• S••••••• I••• wirehouse currentsince Nov 27, 2019 · Birmingham, Mi
- M••••• S•••••• wirehouseDec 14, 2015 to Jun 18, 2019 · Rochester, Mi
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseApr 5, 2013 to Dec 17, 2015 · Farmington Hills, Mi
- F•••• T•••• S••••••••• I••• BD affiliatedJan 8, 2013 to Apr 8, 2013 · Livonia, Mi
- M••••• S•••••• wirehouseNov 3, 2010 to Nov 1, 2012 · Farmington Hills, Mi
- M••••• S•••••• • C•• L•• unclassifiedApr 2, 2007 to Jun 20, 2007 · Birmingham, Mi
- M••••• S•••••• D• I••• unclassifiedMay 12, 2006 to Apr 2, 2007 · Birmingham, Mi
- B••• O•• S••••••••• C••••••••• unclassifiedOct 8, 2001 to May 23, 2006 · Detroit, Mi
Moves
a registration end followed by a registration begin elsewhere
- M••••• S•••••• to U•• F•••••••• S••••••• I•••left Jun 18, 2019, registered Nov 27, 2019 (162 days) · Wirehouse to wirehouse
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to M••••• S••••••left Dec 17, 2015, registered Dec 14, 2015 (-3 days) · Wirehouse to wirehouse
- F•••• T•••• S••••••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Apr 8, 2013, registered Apr 5, 2013 (-3 days) · Other
- M••••• S•••••• to F•••• T•••• S••••••••• I•••left Nov 1, 2012, registered Jan 8, 2013 (68 days) · Other
- M••••• S•••••• • C•• L•• to M••••• S••••••left Jun 20, 2007, registered Nov 3, 2010 (1232 days) · Other
- M••••• S•••••• D• I••• to M••••• S•••••• • C•• L••left Apr 2, 2007, registered Apr 2, 2007 (0 days) · corporate re-registration, not a move
- B••• O•• S••••••••• C••••••••• to M••••• S•••••• D• I•••left May 23, 2006, registered May 12, 2006 (-11 days) · Other
Signals
No dated event on this person.
Transition signalsWhat these will draw onThe observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves.Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wirehousederived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address