DFX Intelligence
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Registered advisor
B•••• M•••••• R••••
Feed of 09/14/2026
Also filed as B•••• R••••
At current firm
13 y
since Jan 7, 2013
In the industry
19 y
since May 18, 2007 (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
S63, S65, 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
- P•• W••••• M••••••••• BD affiliated currentsince Jan 7, 2013 · Snellville, Ga
- E••••• J•••• national BDAug 15, 2007 to Oct 3, 2008 · Mt Airy, Ga
Moves
a registration end followed by a registration begin elsewhere
- E••••• J•••• to P•• W••••• M•••••••••left Oct 3, 2008, registered Jan 7, 2013 (1557 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
- 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