DFX Intelligence
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Registered advisor
B•••• C••••• H•••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as C••••• H•••••
At current firm
12 y
since Jan 21, 2014
In the industry
23 y
since Aug 21, 2003 (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 Jan 21, 2014 · Willmar, Mn
- E••••• J•••• national BDApr 27, 2005 to Jan 8, 2009 · Benson, Mn
- W•••••• • R••• formerAug 25, 2003 to Oct 6, 2003 · Fargo, Nd
Moves
a registration end followed by a registration begin elsewhere
- E••••• J•••• to L•• F•••••••• L••left Jan 8, 2009, registered Jan 21, 2014 (1839 days) · Other
- W•••••• • R••• to E••••• J••••left Oct 6, 2003, registered Apr 27, 2005 (569 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
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address