DFX Intelligence
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Registered advisor
K•• T••••••••
R•••••• J•••• F•••••••• S••••••• A•••••••• I••BD affiliatedSt. Petersburg, Fl dual registrantIAPD 5212164
Feed of 09/15/2026
At current firm
17 y
since Mar 6, 2009
In the industry
19 y
since Apr 16, 2007 (earliest exam, job or registration)
Prior registered firms
2
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
1
dated events on this person
Registration history
IAPD current and previous registrations
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated currentsince Mar 6, 2009 · St. Petersburg, Fl
- R•••••• J•••• • A••••••••• I••• national BDJul 24, 2024 to Dec 31, 2025 · St. Petersburg, Fl
- R•••••• J•••• • A••••••••• I••• national BDApr 18, 2007 to Sep 27, 2007 · Sarasota, Fl
Moves
a registration end followed by a registration begin elsewhere
- R•••••• J•••• • A••••••••• I••• to no registered destinationleft Dec 31, 2025 · Departure, no registered destination
- R•••••• J•••• • A••••••••• I••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Sep 27, 2007, registered Mar 6, 2009 (526 days) · Other
Signals
- ••• LockedDec 31, 2025 · Advisor departure · fact
Transition signals
No combined mobility score is published yet. The signals above are on record, each with its own history and base rate.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address