DFX Intelligence
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Registered advisor
C•••••• A••••• M•••••
Certified Financial Planner
Feed of 09/15/2026
Also filed as Clint A Mchoul
At current firm
9 y
since Apr 19, 2017
In the industry
19 y
since Apr 9, 2007 (earliest exam, job or registration)
Prior registered firms
3
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
0
dated events on this person
Registration history
IAPD current and previous registrations
- C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated currentsince Apr 19, 2017 · Medway, Ma
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseOct 23, 2009 to Apr 26, 2017 · Medfield, Ma
- B••• O• A•••••• I••••••••• S•••••••• I••• unclassifiedNov 3, 2008 to Oct 23, 2009 · Lincoln, Ri
- E••••• J•••• national BDApr 11, 2007 to Jul 25, 2008 · St Louis, Mo
Moves
a registration end followed by a registration begin elsewhere
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to C•••••••• I••••••••• R••••••• A•••••••• I•••left Apr 26, 2017, registered Apr 19, 2017 (-7 days) · Other
- B••• O• A•••••• I••••••••• S•••••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Oct 23, 2009, registered Oct 23, 2009 (0 days) · corporate re-registration, not a move
- E••••• J•••• to B••• O• A•••••• I••••••••• S•••••••• I•••left Jul 25, 2008, registered Nov 3, 2008 (101 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
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