DFX Intelligence
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Registered advisor
B•••••• J••••• F••••••••
Feed of 09/15/2026
Also filed as B•••••• F••••••••
At current firm
9 y
since Nov 29, 2016
In the industry
17 y
since Jul 1, 2009 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
5
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
- C••••••• S••••••••• I••• BD affiliated currentsince Nov 29, 2016 · Monroeville, Pa
- P•• W••••• M••••••••• BD affiliatedMar 8, 2011 to Aug 14, 2015 · Pittsburgh, Pa
- E••••• J•••• national BDJul 7, 2009 to Jan 8, 2010 · St Louis, Mo
Moves
a registration end followed by a registration begin elsewhere
- P•• W••••• M••••••••• to C••••••• S••••••••• I•••left Aug 14, 2015, registered Nov 29, 2016 (473 days) · Other · moved with a team
- E••••• J•••• to P•• W••••• M•••••••••left Jan 8, 2010, registered Mar 8, 2011 (424 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address