DFX Intelligence
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Registered advisor
B•••• C••••••••• R•••••
R•••••• J•••• F•••••••• S••••••• A•••••••• I••BD affiliatedHattiesburg, Msdual registrantIAPD 4662617
Certified Financial Planner · Chartered Financial Analyst
Feed of 09/14/2026
At current firm
11 y
since Jul 20, 2015
In the industry
23 y
since Jul 11, 2003 (earliest exam, job or registration)
Prior registered firms
3
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
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated currentsince Jul 20, 2015 · Hattiesburg, Ms
- W•••• F•••• A••••••• wirehouseApr 3, 2009 to Jul 20, 2015 · Hattiesburg, Ms
- W•••• F•••• A••••••• wirehouseJan 1, 2008 to Apr 3, 2009 · Hattiesburg, Ms
- A• G• E•••••• • S•••• I••• unclassifiedSep 22, 2003 to Jan 1, 2008 · Hattiesburg, Ms
Moves
a registration end followed by a registration begin elsewhere
- W•••• F•••• A••••••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Jul 20, 2015, registered Jul 20, 2015 (0 days) · Other · moved with a team
- W•••• F•••• A••••••• to W•••• F•••• A•••••••left Apr 3, 2009, registered Apr 3, 2009 (0 days) · channel change inside one enterprise, not a move
- A• G• E•••••• • S•••• I••• to W•••• F•••• A•••••••left Jan 1, 2008, registered Jan 1, 2008 (0 days) · corporate re-registration, not a move
Signals
No dated event on this person.
Transition signalsWhat these will draw onThe 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.
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address