DFX Intelligence
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Registered advisor
J••• B• P•••••••
Feed of 09/14/2026
Also filed as J••• B• P••••••••• B••••••• P•••••••
At current firm
11 y
since Mar 11, 2015
In the industry
16 y
since Dec 10, 2009 (earliest exam, job or registration)
Prior registered firms
2
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
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse currentsince Mar 11, 2015 · Jacksonville, Fl
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseMay 9, 2011 to Feb 3, 2015 · Jacksonville, Fl
- V•••• F•••••••• A•••••••• I••• BD affiliatedOct 15, 2010 to Apr 1, 2011 · Gainesville, Fl
Moves
a registration end followed by a registration begin elsewhere
- V•••• F•••••••• A•••••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Apr 1, 2011, registered May 9, 2011 (38 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
- Wirehousederived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address