DFX Intelligence
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Registered advisor
D•••• B••••• Z•••••••
Feed of 09/14/2026
Also filed as D•••• Z•••••••
At current firm
13 y
since Aug 20, 2013
In the industry
16 y
since Apr 22, 2010 (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
0
dated events on this person
Registration history
IAPD current and previous registrations
- N••••••••• M••••• I••••••••• S••••••••• no RAUM currentsince Aug 20, 2013 · Salt Lake Cty, Ut
- M••••• S•••••• wirehouseApr 28, 2010 to Jul 29, 2013 · South Jordan, Ut
Moves
a registration end followed by a registration begin elsewhere
- M••••• S•••••• to N••••••••• M••••• I••••••••• S•••••••••left Jul 29, 2013, registered Aug 20, 2013 (22 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
- No RAUM reportedderived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address