DFX Intelligence
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Registered advisor
J••••••• D••••• L•••••
Feed of 09/14/2026
Also filed as J••••••• L••• D••••• •••••••• D••••• L••••••••• L••• D•••••
At current firm
10 y
since Jun 22, 2016
In the industry
25 y
since Aug 1, 2001 (earliest exam, job or registration)
Prior registered firms
1
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
0
dated events on this person
Registration history
IAPD current and previous registrations
- R••••••••• C•••••• A•••••••• L•• state registered currentsince Jun 22, 2016 · Greensboro, Ga
- B••••• L••••• F•••••••• G•••• L•• unclassifiedJun 24, 2008 to Dec 31, 2016 · Atlanta, Ga
Moves
a registration end followed by a registration begin elsewhere
- B••••• L••••• F•••••••• G•••• L•• to R••••••••• C•••••• A•••••••• L••left Dec 31, 2016, registered Jun 22, 2016 (-192 days) · Other · moved with a team
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The 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.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- STATE REGISTEREDderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address