DFX Intelligence

RIA Intelligence

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Registered advisor

T•••• D•••••••• C•••••

R•••••• J•••• • A••••••••• I•••national BDBeverly Hills, Cadual registrantIAPD 5777075

Feed of 09/14/2026

Also filed as T•••• Cameron C•••••

At current firm

0 y

since Apr 21, 2026

In the industry

16 y

since Mar 1, 2010 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

R•••••• J•••• • A••••••••• I••• national BD current
since Apr 21, 2026 · Beverly Hills, Ca
W•••• F•••• A••••••• wirehouse
Feb 7, 2025 to Apr 8, 2026 · Los Angeles, Ca
M••••• S•••••• wirehouse
Jun 14, 2024 to Feb 21, 2025 · Santa Monica, Ca
M••••• S•••••• wirehouse
Jun 29, 2023 to Apr 9, 2024 · Los Angeles, Ca
W•••• F•••• A••••••• wirehouse
Jul 12, 2011 to Jun 29, 2023 · Pasadena, Ca

Moves

a registration end followed by a registration begin elsewhere

W•••• F•••• A••••••• to R•••••• J•••• • A••••••••• I•••
left Apr 8, 2026, registered Apr 21, 2026 (13 days) · Wirehouse to affiliated broker-dealer or bank
M••••• S•••••• to W•••• F•••• A•••••••
left Feb 21, 2025, registered Feb 7, 2025 (-14 days) · Wirehouse to wirehouse · moved with a team
W•••• F•••• A••••••• to M••••• S••••••
left Jun 29, 2023, registered Jun 29, 2023 (0 days) · Wirehouse to wirehouse · moved with a team

Signals

T•••• D•••••••• C••••• left W•••• F•••• A••••••• for R•••••• J•••• • A••••••••• I••• (registered 2026-04-21)
Apr 8, 2026 · Advisor changed firm · fact
T•••• D•••••••• C••••• left M••••• S•••••• for W•••• F•••• A••••••• (registered 2025-02-07)
Feb 21, 2025 · Advisor changed firm · fact
T•••• D•••••••• C••••• left W•••• F•••• A••••••• for M••••• S•••••• (registered 2023-06-29)
Jun 29, 2023 · Advisor changed firm · fact

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: National broker-dealer RIAderived
Years in industry: 16derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address