DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Registered advisor
H•••••• B• B•••••
R•••••• J•••• F•••••••• S••••••• A•••••••• I••BD affiliatedClarksville, Tn dual registrantIAPD 5847220
Feed of 09/15/2026
Also filed as H•••••• B•••••
At current firm
4 y
since Apr 25, 2022
In the industry
15 y
since Nov 15, 2010 (earliest exam, job or registration)
Prior registered firms
3
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
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated currentsince Apr 25, 2022 · Nashville, Tn
- A••••••••• F•••••••• S•••••••• L•• national BDMar 31, 2020 to Apr 27, 2022 · Clarksville, Tn
- L•• F•••••••• L•• BD affiliatedJun 12, 2015 to Mar 31, 2020 · Nashville, Tn
- E••••• J•••• national BDNov 16, 2010 to Jun 15, 2015 · Maryland Heights, Mo
Moves
a registration end followed by a registration begin elsewhere
- A••••••••• F•••••••• S•••••••• L•• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Apr 27, 2022, registered Apr 25, 2022 (-2 days) · Affiliated broker-dealer or bank to another
- L•• F•••••••• L•• to A••••••••• F•••••••• S•••••••• L••left Mar 31, 2020, registered Mar 31, 2020 (0 days) · Affiliated broker-dealer or bank to another
- E••••• J•••• to L•• F•••••••• L••left Jun 15, 2015, registered Jun 12, 2015 (-3 days) · Other
Signals
- ••• LockedApr 27, 2022 · Advisor changed firm · fact
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
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address