DFX Intelligence
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Registered advisor
P••• D••••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as P••• J••••• D••••••
At current firm
12 y
since Feb 10, 2014
In the industry
15 y
since May 1, 2011 (earliest exam, job or registration)
Prior registered firms
1
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
0
dated events on this person
Registration history
IAPD current and previous registrations
- E••••• J•••• national BD currentsince Feb 10, 2014 · Everett, Wa
- V••• F•••••••• A•••••••• I••• BD affiliatedOct 29, 2013 to Jan 15, 2014 · Bellevue, Wa
Moves
a registration end followed by a registration begin elsewhere
- V••• F•••••••• A•••••••• I••• to E••••• J••••left Jan 15, 2014, registered Feb 10, 2014 (26 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
- National broker-dealer RIAderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address