DFX Intelligence
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Registered advisor
M•••••• J• B•••••••••
R•••••• J•••• F•••••••• S••••••• A•••••••• I••BD affiliatedPeachtree City, Gadual registrantIAPD 5305647
Chartered Financial Analyst
Feed of 09/14/2026
Also filed as M•••••• J• B•••••••••
At current firm
4 y
since Mar 15, 2022
In the industry
19 y
since Jul 12, 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 15, 2022 · Peachtree City, Ga
- M••••• S•••••• wirehouseJun 1, 2009 to Mar 30, 2022 · Atlanta, Ga
- M••••• S•••••• • C•• L•• unclassifiedJul 24, 2007 to Jun 1, 2009 · Atlanta, Ga
Moves
a registration end followed by a registration begin elsewhere
- M••••• S•••••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Mar 30, 2022, registered Mar 15, 2022 (-15 days) · Wirehouse to affiliated broker-dealer or bank
- M••••• S•••••• • C•• L•• to M••••• S••••••left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
Signals
- ••• LockedMar 30, 2022 · Advisor changed firm · fact
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