DFX Intelligence
RIA Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Registered advisor
D•••• A•••••••• I••••
Feed of 09/14/2026
Also filed as D•••• I•••• Schoolfield
At current firm
13 y
since Apr 1, 2013
In the industry
24 y
since May 1, 2002 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- A••••• I••••••••• state registered currentsince Apr 1, 2013 · Burlington, Nc
- P••• A••••• S••••••••• L•• BD affiliatedFeb 15, 2006 to Sep 24, 2009 · Raleigh, Nc
- W•••••• • R••• formerJul 11, 2002 to Sep 9, 2004 · Raleigh, Nc
Moves
a registration end followed by a registration begin elsewhere
- P••• A••••• S••••••••• L•• to A••••• I•••••••••left Sep 24, 2009, registered Apr 1, 2013 (1285 days) · Other
- W•••••• • R••• to P••• A••••• S••••••••• L••left Sep 9, 2004, registered Feb 15, 2006 (524 days) · Other
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
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address