DFX Intelligence
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Registered advisor
O•••••• T•••••• D••••••
Chartered Financial Consultant
Feed of 09/14/2026
Also filed as O•••••• T•••••• J•••••••• T•••••• D••••••
At current firm
9 y
since Feb 14, 2017
In the industry
17 y
since Jun 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
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- O•• W••••• A••••••• state registered currentsince Feb 14, 2017 · Lake Spivey, Ga
- P••• A••••• S••••••••• L•• BD affiliatedJun 2, 2010 to Nov 3, 2016 · Atlanta, Ga
Moves
a registration end followed by a registration begin elsewhere
- P••• A••••• S••••••••• L•• to O•• W••••• A•••••••left Nov 3, 2016, registered Feb 14, 2017 (103 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
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address