DFX Intelligence
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E••••• D•••• P•••••••••
Vice President/Investmentsat S•••••• N••••••• • C••••••• I•••••••••Dual registrant· Crown Point, InIAPD 4643942
Certified Financial Planner
As of · the IAPD feed; also filed as E••••• M•• D••••••••• M•• D••••••••• M•• P••••••••• D•••• P••••••••• M•• P•••••••••
- At current firm
- 9 y
- In the industry
- 21 y
- Prior registered firms
- 1
- Signals
- 0
since Feb 28, 2017
As of · the IAPD feed; also filed as E••••• M•• D••••••••• M•• D••••••••• M•• P••••••••• D•••• P••••••••• M•• P•••••••••
ContactWhat is shown hereOnly business contact points published by the advisor’s firm, on its own site or advisor directory, and matched to this registered advisor with a second fact beyond the name. Nothing is inferred or guessed; an office or team line is labelled as such and never shown as a direct line.
what the firm publishes for this advisor, each with the page it was read from
- Advisor profile
- ••• LockedreportedWWW.MYFINANCIALLIFEPLANNERS.COMfirm site, Sep 24, 2026
- Team page
- ••• Lockedreportedwithheld-2firm site, Sep 24, 2026
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Professional profileWhat is shown hereOnly business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
title, designations and roles as the firm prints them
- Title
- Vice President/InvestmentsreportedWWW.MYFINANCIALLIFEPLANNERS.COMfirm site, Sep 24, 2026
Registration history
IAPD current and previous registrations
- S•••••• N••••••• • C••••••• I••••••••• national BD currentsince Feb 28, 2017 · Crown Point, In
- C••• S••••••••• C••••••••• formerNov 22, 2010 to Feb 28, 2017 · Indianapolis, In
Moves
a registration end followed by a registration begin elsewhere
- C••• S••••••••• C••••••••• to S•••••• N••••••• • C••••••• I•••••••••left Feb 28, 2017, registered Feb 28, 2017 (0 days) · corporate re-registration, not a move
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
- National broker-dealer RIAderived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address