DFX Intelligence
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Registered advisor
G•••••• R• B•••
Certified Financial Planner · Chartered Financial Consultant
Feed of 09/15/2026
Also filed as G•••••• B••••••••• R••• B•••
At current firm
1 y
since Dec 16, 2024
In the industry
16 y
since Sep 20, 2010 (earliest exam, job or registration)
Prior registered firms
4
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
- W•••• F•••• A••••••• wirehouse currentsince Dec 16, 2024 · Dublin, Oh
- W•••• F•••• A••••••• wirehouseOct 15, 2013 to Sep 14, 2022 · Columbus, Oh
- U••• B•••••• I••••••••• I••• formerApr 4, 2013 to Oct 1, 2013 · Columbus, Oh
- W•••• F•••• A••••••• wirehouseJul 29, 2011 to Dec 17, 2012 · Cincinnati, Oh
- P•• W••••• M••••••••• BD affiliatedSep 20, 2010 to Jul 15, 2011 · Cincinnati, Oh
Moves
a registration end followed by a registration begin elsewhere
- U••• B•••••• I••••••••• I••• to W•••• F•••• A•••••••left Oct 1, 2013, registered Oct 15, 2013 (14 days) · Other
- W•••• F•••• A••••••• to U••• B•••••• I••••••••• I•••left Dec 17, 2012, registered Apr 4, 2013 (108 days) · Other
- P•• W••••• M••••••••• to W•••• F•••• A•••••••left Jul 15, 2011, registered Jul 29, 2011 (14 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
- Wirehousederived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address