DFX Intelligence
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Registered advisor
J••••••• C•••••• P••••
Feed of 09/14/2026
Also filed as J••••••• C••••••••• D••••• C••••••
At current firm
19 y
since Nov 29, 2006
In the industry
21 y
since Nov 22, 2004 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
1
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
- N••••••••• M••••• I••••••••• S••••••••• no RAUM currentsince Nov 29, 2006 · Ponte Vedra, Fl
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseNov 29, 2004 to Apr 21, 2006 · Jacksonville, Fl
Moves
a registration end followed by a registration begin elsewhere
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to N••••••••• M••••• I••••••••• S•••••••••left Apr 21, 2006, registered Nov 29, 2006 (222 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
- No RAUM reportedderived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address