DFX Intelligence
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C••• J•••• R••••••
Registered advisorat R••••• W• B•••• • C•• I•••••••••Dual registrant· Pittsburgh - Wexford, PaIAPD 5594598
Certified Financial Planner
As of · the IAPD feed; also filed as C••• J• R••••••
- At current firm
- 3 y
- In the industry
- 15 y
- Prior registered firms
- 1
- Signals
- 1
since Oct 21, 2022
As of · the IAPD feed; also filed as C••• J• R••••••
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Registration history
IAPD current and previous registrations
- R••••• W• B•••• • C•• I••••••••• mixed wealth currentsince Oct 21, 2022 · Pittsburgh - Wexford, Pa
- H••••••••• I••• formerOct 30, 2012 to Oct 21, 2022 · Pittsburgh, Pa
Moves
a registration end followed by a registration begin elsewhere
- H••••••••• I••• to R••••• W• B•••• • C•• I•••••••••left Oct 21, 2022, registered Oct 21, 2022 (0 days) · corporate re-registration, not a move
Signals
- ••• LockedSep 14, 2026 · New state registration · fact
Transition signals
No combined mobility score is published yet. The signals above are on record, each with its own history and base rate.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wealth manager with institutional or fund businessderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address