DFX Intelligence
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Registered advisor
B•••••• J•• B••••••
Certified Financial Planner · Chartered Financial Consultant
Feed of 09/14/2026
At current firm
14 y
since May 14, 2012
In the industry
22 y
since Jun 17, 2004 (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
- E••••• J•••• national BD currentsince May 14, 2012 · Las Cruces, Nm
- L•• F•••••••• L•• BD affiliatedDec 4, 2008 to May 29, 2012 · Las Cruces, Nm
- E••••• J•••• national BDOct 14, 2005 to Dec 4, 2008 · Jackson, Wy
- W•••••• • R••• formerJun 18, 2004 to Oct 14, 2005 · El Paso, Tx
Moves
a registration end followed by a registration begin elsewhere
- L•• F•••••••• L•• to E••••• J••••left May 29, 2012, registered May 14, 2012 (-15 days) · Other
- E••••• J•••• to L•• F•••••••• L••left Dec 4, 2008, registered Dec 4, 2008 (0 days) · Other
- W•••••• • R••• to E••••• J••••left Oct 14, 2005, registered Oct 14, 2005 (0 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
- 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