DFX Intelligence
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Registered advisor
J••• C••••• Z••••• B••••••
Certified Financial Planner
Feed of 09/15/2026
Also filed as J••• Z••••••••• Z••••• B••••••••• C••••• Z••••••••• C• Z•••••
At current firm
7 y
since Aug 19, 2019
In the industry
22 y
since Sep 9, 2004 (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
- W•••• F•••• A••••••• wirehouse currentsince Aug 19, 2019 · Oviedo, Fl
- R•••••• J•••• • A••••••••• I••• national BDFeb 13, 2013 to Sep 10, 2019 · Winter Park, Fl
- M••••• K••••• • C••••••• L•• formerSep 13, 2004 to Feb 13, 2013 · Winter Park, Fl
Moves
a registration end followed by a registration begin elsewhere
- R•••••• J•••• • A••••••••• I••• to W•••• F•••• A•••••••left Sep 10, 2019, registered Aug 19, 2019 (-22 days) · Affiliated broker-dealer or bank to wirehouse
- M••••• K••••• • C••••••• L•• to R•••••• J•••• • A••••••••• I•••left Feb 13, 2013, registered Feb 13, 2013 (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
- Wirehousederived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address