DFX Intelligence
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Registered advisor
M•••••• E• B••••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as M••• B••••••
At current firm
3 y
since Aug 10, 2023
In the industry
18 y
since May 22, 2008 (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••••••••• A••••••• L•• BD affiliated currentsince Aug 10, 2023 · Parsippany, Nj
- S••••••• F•••••••• S•••••••• I••• formerAug 23, 2010 to Aug 10, 2023 · Parsippany, Nj
- M••••• S•••••• wirehouseJun 1, 2009 to Jul 22, 2010 · Florham Park, Nj
- C•••••••• G••••• M•••••• I••• BD affiliatedMay 28, 2008 to Jun 1, 2009 · Florham Park, Nj
Moves
a registration end followed by a registration begin elsewhere
- S••••••• F•••••••• S•••••••• I••• to C••••• I••••••••• A••••••• L••left Aug 10, 2023, registered Aug 10, 2023 (0 days) · corporate re-registration, not a move
- M••••• S•••••• to S••••••• F•••••••• S•••••••• I•••left Jul 22, 2010, registered Aug 23, 2010 (32 days) · Other
- C•••••••• G••••• M•••••• I••• to M••••• S••••••left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
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