DFX Intelligence
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Registered advisor
S•••• M•••••• C••••••
C•••••••• I••••••••• R••••••• A•••••••• I•••BD affiliatedGrand Rapids, Mi dual registrantIAPD 5232514
Certified Financial Planner
Feed of 09/15/2026
At current firm
13 y
since Sep 19, 2013
In the industry
19 y
since Nov 1, 2006 (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
S65, S63
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 Sep 19, 2013 · Grand Rapids, Mi
- S•••••••• F••••••••• I••• formerJul 20, 2009 to Sep 18, 2013 · S••••Sdale, Az
Moves
a registration end followed by a registration begin elsewhere
- S•••••••• F••••••••• I••• to C•••••••• I••••••••• R••••••• A•••••••• I•••left Sep 18, 2013, registered Sep 19, 2013 (1 day) · 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
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address