DFX Intelligence

RIA Intelligence

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Registered advisor

E•••••••• F•••••• M•••••

A••••••••• F•••••••• S•••••••• L••national BDMyrtle Beach, Scdual registrantIAPD 5241938
Feed of 09/14/2026
Also filed as E•••••••• A••••• F••••••••• A• F••••••••• F••••••••• A••••• F••••••••• A• F••••••••• F••••••••• F•••••• M••••••••• F• M••••••••• M••••••••• F•••••• M••••••••• F• M••••••••• M•••••
At current firm
1 y
since Feb 28, 2025
In the industry
11 y
since Feb 1, 2015 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
1
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
Moves
a registration end followed by a registration begin elsewhere
Signals
  • ••• Locked
    Mar 3, 2025 · Advisor changed firm · fact
Transition signals

Mobility scoring is not published yet.

Provenance
Source
IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class
National broker-dealer RIAderived
Years in industry
11derivedfrom the earliest dated exam, employment or registration
Not published
disclosure flags, outside business text, branch street address