DFX Intelligence
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Registered advisor
J••••• R••••• D•••••
Certified Financial Planner
Feed of 09/14/2026
At current firm
15 y
since Aug 9, 2011
In the industry
24 y
since Aug 21, 2002 (earliest exam, job or registration)
Prior registered firms
2
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
- L•• F•••••••• L•• BD affiliated currentsince Aug 9, 2011 · Winston Salem, Nc
- S••••••••• A•••••• A•••••••• I••• formerDec 12, 2003 to Aug 10, 2011 · Winston-Salem, Nc
- V••••••• I••••••••• A•••••••• I••• unclassifiedJan 30, 2003 to Nov 25, 2003 · Winston Salem, Nc
Moves
a registration end followed by a registration begin elsewhere
- S••••••••• A•••••• A•••••••• I••• to L•• F•••••••• L••left Aug 10, 2011, registered Aug 9, 2011 (-1 days) · Other
- V••••••• I••••••••• A•••••••• I••• to S••••••••• A•••••• A•••••••• I•••left Nov 25, 2003, registered Dec 12, 2003 (17 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
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address