DFX Intelligence
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Registered advisor
B••• S•••••• F••••••
Feed of 09/14/2026
At current firm
15 y
since Jun 13, 2011
In the industry
18 y
since Aug 14, 2008 (earliest exam, job or registration)
Prior registered firms
2
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 Jun 13, 2011 · West Orange, Nj
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseAug 26, 2010 to May 20, 2011 · New York, Ny
- P•••• S••••••••• L•• no RAUMAug 19, 2008 to Aug 20, 2010 · East Hanover, Nj
Moves
a registration end followed by a registration begin elsewhere
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to N••••••••• M••••• I••••••••• S•••••••••left May 20, 2011, registered Jun 13, 2011 (24 days) · Other
- P•••• S••••••••• L•• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Aug 20, 2010, registered Aug 26, 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
- No RAUM reportedderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address