DFX Intelligence
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Registered advisor
D••••• P• G•••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as D••••• P• G••••••••• P•••••• P• G•••••
At current firm
1 y
since Apr 17, 2025
In the industry
13 y
since Jul 1, 2013 (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
1
dated events on this person
Registration history
IAPD current and previous registrations
- M••••• S•••••• wirehouse currentsince Apr 17, 2025 · Paramus, Nj
- U•• F•••••••• S••••••• I••• wirehouseAug 29, 2013 to Apr 29, 2025 · Paramus, Nj
Moves
a registration end followed by a registration begin elsewhere
- U•• F•••••••• S••••••• I••• to M••••• S••••••left Apr 29, 2025, registered Apr 17, 2025 (-12 days) · Wirehouse to wirehouse · moved with a team
Signals
- ••• LockedApr 29, 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