DFX Intelligence
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Registered advisor
J••• C••••• B••••••
Feed of 09/14/2026
Also filed as J••• C• B••••••••• B••••••••• C••••• B••••••••• B••••••
At current firm
0 y
since Nov 26, 2025
In the industry
13 y
since Jan 1, 2013 (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
1
dated events on this person
Registration history
IAPD current and previous registrations
- M••••• S•••••• wirehouse currentsince Nov 26, 2025 · Fort Lauderdale, Fl
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseMay 21, 2018 to Nov 28, 2025 · Plantation, Fl
- W•••• F•••• A••••••• wirehouseSep 1, 2017 to Apr 20, 2018 · Fort Lauderdale, Fl
Moves
a registration end followed by a registration begin elsewhere
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to M••••• S••••••left Nov 28, 2025, registered Nov 26, 2025 (-2 days) · Wirehouse to wirehouse
- W•••• F•••• A••••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Apr 20, 2018, registered May 21, 2018 (31 days) · Wirehouse to wirehouse
Signals
- ••• LockedNov 28, 2025 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wirehousederived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address