DFX Intelligence
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Registered advisor
S••••• J••••• Z•••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as S••••• J• Z••••••••• Z••••••••• Z•••••
At current firm
8 y
since Sep 6, 2018
In the industry
15 y
since Nov 1, 2010 (earliest exam, job or registration)
Prior registered firms
2
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
- F•••••••• W••••• M••••••••• state registered currentsince Sep 6, 2018 · Boulder, Co
- C••••• A•••• M••••••••• unclassifiedFeb 4, 2013 to Dec 21, 2018 · Denver, Co
- W•••••• • R••• formerDec 21, 2010 to Dec 20, 2012 · Boulder, Co
Moves
a registration end followed by a registration begin elsewhere
- C••••• A•••• M••••••••• to F•••••••• W••••• M•••••••••left Dec 21, 2018, registered Sep 6, 2018 (-106 days) · Other
- W•••••• • R••• to C••••• A•••• M•••••••••left Dec 20, 2012, registered Feb 4, 2013 (46 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
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address