DFX Intelligence
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Registered advisor
J••••• V• S•••••
Feed of 09/14/2026
At current firm
9 y
since Oct 14, 2016
In the industry
22 y
since Jul 1, 2004 (earliest exam, job or registration)
Prior registered firms
1
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
- C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated currentsince Oct 14, 2016 · Lansing, Mi
- S••••• A•••••••• P•• unclassifiedSep 20, 2010 to Jan 12, 2017 · Lansing, Mi
Moves
a registration end followed by a registration begin elsewhere
- S••••• A•••••••• P•• to C•••••••• I••••••••• R••••••• A•••••••• I•••left Jan 12, 2017, registered Oct 14, 2016 (-90 days) · Other · moved with a team
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
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address