DFX Intelligence
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Registered advisor
C•••• V•••• F•••
Certified Financial Planner
Feed of 09/14/2026
ContactWhat is shown hereOnly business contact points published by the advisor’s firm, on its own site or advisor directory, and matched to this registered advisor with a second fact beyond the name. Nothing is inferred or guessed; an office or team line is labelled as such and never shown as a direct line.
what the firm publishes for this advisor, each with the page it was read from
- Advisor profile
- ••• Lockedreportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
At current firm
6 y
since Jul 21, 2020
In the industry
16 y
since Nov 1, 2009 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
3
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••••••• H•••• P••••••• L•• state registered currentsince Jul 21, 2020 · Fisherville, Ky
- W••••• • W•• A•••••••• I••• unclassifiedNov 3, 2014 to Jan 31, 2019 · Tampa, Fl
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliatedJun 21, 2013 to Jan 24, 2019 · Tampa, Fl
- R•••••• J•••• • A••••••••• I••• national BDJul 28, 2010 to Jun 3, 2013 · St. Petersburg, Fl
Moves
a registration end followed by a registration begin elsewhere
- W••••• • W•• A•••••••• I••• to C••••••• H•••• P••••••• L••left Jan 31, 2019, registered Jul 21, 2020 (537 days) · Other
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to W••••• • W•• A•••••••• I•••left Jan 24, 2019, registered Nov 3, 2014 (-1543 days) · Other
- R•••••• J•••• • A••••••••• I••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Jun 3, 2013, registered Jun 21, 2013 (18 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
- STATE REGISTEREDderived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address