DFX Intelligence
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Registered advisor
J•••• J••• F•••••••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as J•••• J• F•••••••••
At current firm
2 y
since Nov 1, 2023
In the industry
13 y
since Aug 29, 2013 (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
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- R•••••• J•••• • A••••••••• I••• national BD currentsince Nov 1, 2023 · Chicago, Il
- W•••••• • R••• formerAug 29, 2013 to Aug 18, 2014 · Savage, Mn
Moves
a registration end followed by a registration begin elsewhere
- W•••••• • R••• to R•••••• J•••• • A••••••••• I•••left Aug 18, 2014, registered Nov 1, 2023 (3362 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
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address