DFX Intelligence
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Registered advisor
V•••••• M•••• J••••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as V•••••• M•••• A••••
At current firm
10 y
since Dec 14, 2015
In the industry
20 y
since May 22, 2006 (earliest exam, job or registration)
Prior registered firms
2
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
- S•• BD affiliated currentsince Dec 14, 2015 · Ann Arbor, Mi
- A••••••••• F•••••••• S•••••••• L•• national BDSep 21, 2010 to Dec 24, 2015 · Northville, Mi
- L•• F•••••••• L•• BD affiliatedMay 23, 2006 to Sep 20, 2010 · Bingham Farms, Mi
Moves
a registration end followed by a registration begin elsewhere
- A••••••••• F•••••••• S•••••••• L•• to S••left Dec 24, 2015, registered Dec 14, 2015 (-10 days) · Other
- L•• F•••••••• L•• to A••••••••• F•••••••• S•••••••• L••left Sep 20, 2010, registered Sep 21, 2010 (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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address