DFX Intelligence
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Registered advisor
R•••••• A••••• B•••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as R•••••• B••••••••• B•••••
At current firm
10 y
since Jan 12, 2016
In the industry
20 y
since Mar 31, 2006 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S63, 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
- V••••••• A•••••••• I••• BD affiliated currentsince Jan 12, 2016 · Malvern, Pa
- E••••• J•••• national BDFeb 27, 2007 to Jun 7, 2011 · Ocean City, Nj
Moves
a registration end followed by a registration begin elsewhere
- E••••• J•••• to V••••••• A•••••••• I•••left Jun 7, 2011, registered Jan 12, 2016 (1680 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
- 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