DFX Intelligence
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Registered advisor
J••••• R•• A••••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as J••••• R•• K•••••
At current firm
12 y
since Aug 22, 2014
In the industry
17 y
since Mar 24, 2009 (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
0
dated events on this person
Registration history
IAPD current and previous registrations
- E••••• J•••• national BD currentsince Aug 22, 2014 · Willmar, Mn
- V••• F•••••••• A•••••••• I••• BD affiliatedMar 7, 2012 to Aug 19, 2014 · Paynesville, Mn
- E••••• J•••• national BDMar 27, 2009 to Feb 23, 2012 · Willmar, Mn
Moves
a registration end followed by a registration begin elsewhere
- V••• F•••••••• A•••••••• I••• to E••••• J••••left Aug 19, 2014, registered Aug 22, 2014 (3 days) · Other
- E••••• J•••• to V••• F•••••••• A•••••••• I•••left Feb 23, 2012, registered Mar 7, 2012 (13 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
- National broker-dealer RIAderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address