DFX Intelligence
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Registered advisor
J••• B• D••••••••
Feed of 09/24/2026
Also filed as J••• D••••••••• B•••• D••••••••
At current firm
0 y
since Sep 23, 2026
In the industry
23 y
since Jun 2, 2003 (earliest exam, job or registration)
Prior registered firms
6
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
2
dated events on this person
Registration history
IAPD current and previous registrations
- A•••• C•••••• A•••••••• L•• independent RIA currentsince Sep 23, 2026 · Fairhope, Al
- I•••••• A•••••••• I••• asset managerDec 21, 2020 to Aug 24, 2026 · North Chesterfield, Va
- V•••• C••••••••• • D••••••••• L•• unclassifiedMay 29, 2020 to Dec 17, 2020 · Sunbury, Oh
- I•••••• A•••••••• I••• asset managerOct 13, 2011 to May 31, 2019 · Atlanta, Ga
- G••••••••• I••••••••• asset managerFeb 22, 2011 to Sep 19, 2011 · New York, Ny
- W••••••••• A••••••• formerOct 18, 2007 to Feb 24, 2011 · Midlothian, Va
All 6 prior registrationsShow fewer
- W•••• F•••• A••••••• wirehouseJul 13, 2007 to Jul 31, 2007 · Richmond, Va
Moves
a registration end followed by a registration begin elsewhere
- I•••••• A•••••••• I••• to A•••• C•••••• A•••••••• L••left Aug 24, 2026, registered Sep 23, 2026 (30 days) · Other
- V•••• C••••••••• • D••••••••• L•• to I•••••• A•••••••• I•••left Dec 17, 2020, registered Dec 21, 2020 (4 days) · Other
- I•••••• A•••••••• I••• to V•••• C••••••••• • D••••••••• L••left May 31, 2019, registered May 29, 2020 (364 days) · Other
- G••••••••• I••••••••• to I•••••• A•••••••• I•••left Sep 19, 2011, registered Oct 13, 2011 (24 days) · Other
- W••••••••• A••••••• to G••••••••• I•••••••••left Feb 24, 2011, registered Feb 22, 2011 (-2 days) · Other
All 6 movesShow fewer
- W•••• F•••• A••••••• to W••••••••• A•••••••left Jul 31, 2007, registered Oct 18, 2007 (79 days) · Other
Signals
- ••• LockedSep 23, 2026 · Advisor registered · fact
- ••• LockedAug 24, 2026 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address