DFX Intelligence
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Registered advisor
N••••••• J••••• W•••••
Certified Financial Planner
Feed of 09/14/2026
At current firm
16 y
since May 7, 2010
In the industry
18 y
since Sep 11, 2008 (earliest exam, job or registration)
Prior registered firms
1
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 May 7, 2010 · Overland Park, Ks
- W•••••• • R••• formerSep 12, 2008 to May 13, 2010 · Kansas City, Mo
Moves
a registration end followed by a registration begin elsewhere
- W•••••• • R••• to E••••• J••••left May 13, 2010, registered May 7, 2010 (-6 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
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address