DFX Intelligence
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Registered advisor
R••••• D•••••• H•••••••
Personal Financial Specialist
Feed of 09/14/2026
At current firm
0 y
since Aug 12, 2026
In the industry
17 y
since Oct 6, 2008 (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
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- H••••••• F•••••••• state registered currentsince Aug 12, 2026 · Lakeland, Fl
- A•••••• A••••••• S••••••• formerApr 9, 2009 to Dec 15, 2009 · Lakeland, Fl
Moves
a registration end followed by a registration begin elsewhere
- A•••••• A••••••• S••••••• to H••••••• F••••••••left Dec 15, 2009, registered Aug 12, 2026 (6084 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
- STATE REGISTEREDderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address