DFX Intelligence
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Registered advisor
R•••• W••• B••••••
Feed of 09/14/2026
Also filed as W••• B••••••••• W••• B••••••
At current firm
15 y
since Mar 7, 2011
In the industry
16 y
since Sep 25, 2009 (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
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
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated currentsince Mar 7, 2011 · Texarkana, Tx
- M•• F•••••••• S•••••••• I••• formerOct 29, 2009 to Mar 14, 2011 · Texarkana, Tx
Moves
a registration end followed by a registration begin elsewhere
- M•• F•••••••• S•••••••• I••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Mar 14, 2011, registered Mar 7, 2011 (-7 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address