DFX Intelligence
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Registered advisor
C•••••• E•••••• G•••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as C•••••• G••••••••• E•••••• G•••••
At current firm
15 y
since Jan 21, 2011
In the industry
17 y
since Apr 1, 2009 (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 Jan 21, 2011 · Bainbridge Island, Wa
- W•••••• • R••• formerApr 2, 2009 to Jan 21, 2011 · Seattle, Wa
Moves
a registration end followed by a registration begin elsewhere
- W•••••• • R••• to E••••• J••••left Jan 21, 2011, registered Jan 21, 2011 (0 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
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address