DFX Intelligence
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Registered advisor
T•••••• D•••• D••••••••
Certified Financial Planner
Feed of 09/14/2026
At current firm
13 y
since Jan 2, 2013
In the industry
24 y
since Jun 6, 2002 (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
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
- E•••• R•••• W••••• A••••••• state registered currentsince Jan 2, 2013 · Morton, Il
- W•••••• • R••• formerJun 19, 2002 to Dec 31, 2003 · Davenport, Ia
Moves
a registration end followed by a registration begin elsewhere
- W•••••• • R••• to E•••• R•••• W••••• A•••••••left Dec 31, 2003, registered Jan 2, 2013 (3290 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
- STATE REGISTEREDderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address