DFX Intelligence
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Registered advisor
S•••• A• F••••••
Feed of 09/14/2026
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
- Team page
- ••• Lockedreportedwithheld-2firm site, Sep 24, 2026
At current firm
8 y
since Nov 7, 2017
In the industry
22 y
since Dec 4, 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
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
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
- Associate Vice President/Investmentsreportedwealthbridgeadvisorygroup.comfirm site, Sep 24, 2026
Registration history
IAPD current and previous registrations
- S•••••• N••••••• • C••••••• I••••••••• national BD currentsince Nov 7, 2017 · Omaha, Ne
- L•• F•••••••• L•• BD affiliatedNov 19, 2013 to Nov 7, 2017 · Omaha, Ne
- S••••••••• A•••••• A•••••••• I••• formerJul 16, 2013 to Nov 18, 2013 · Omaha, Ne
Moves
a registration end followed by a registration begin elsewhere
- L•• F•••••••• L•• to S•••••• N••••••• • C••••••• I•••••••••left Nov 7, 2017, registered Nov 7, 2017 (0 days) · Other
- S••••••••• A•••••• A•••••••• I••• to L•• F•••••••• L••left Nov 18, 2013, registered Nov 19, 2013 (1 day) · 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
- National broker-dealer RIAderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address