DFX Intelligence
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Registered advisor
C••••••••• J• V•••••••••
Feed of 09/14/2026
At current firm
6 y
since Apr 8, 2020
In the industry
18 y
since Sep 1, 2008 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- P•• W••••• M••••••••• BD affiliated currentsince Apr 8, 2020 · Naperville, Il
- E••••• J•••• national BDJul 19, 2019 to Jan 22, 2020 · Aurora, Il
Moves
a registration end followed by a registration begin elsewhere
- E••••• J•••• to P•• W••••• M•••••••••left Jan 22, 2020, registered Apr 8, 2020 (77 days) · Affiliated broker-dealer or bank to another
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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address