DFX Intelligence
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Registered advisor
M•••••• J••••• V•••••
Certified Financial Planner
Feed of 09/14/2026
At current firm
0 y
since Feb 13, 2026
In the industry
18 y
since Apr 15, 2008 (earliest exam, job or registration)
Prior registered firms
3
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
- U••• B•••••• A•••••••• L•• BD affiliated currentsince Feb 13, 2026 · Billings, Mt
- U••• B•••••• I••••••••• I••• formerSep 13, 2023 to Feb 13, 2026 · Billings, Mt
- N••••••••• M••••• I••••••••• S••••••••• no RAUMAug 2, 2010 to Nov 8, 2012 · Billings, Mt
- W•••••• • R••• formerApr 16, 2008 to Aug 20, 2009 · Billings, Mt
Moves
a registration end followed by a registration begin elsewhere
- U••• B•••••• I••••••••• I••• to U••• B•••••• A•••••••• L••left Feb 13, 2026, registered Feb 13, 2026 (0 days) · corporate re-registration, not a move
- N••••••••• M••••• I••••••••• S••••••••• to U••• B•••••• I••••••••• I•••left Nov 8, 2012, registered Sep 13, 2023 (3961 days) · Other
- W•••••• • R••• to N••••••••• M••••• I••••••••• S•••••••••left Aug 20, 2009, registered Aug 2, 2010 (347 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
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address