DFX Intelligence
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Registered advisor
R•••••• A••• C••••••
Certified Financial Planner
Feed of 09/14/2026
ContactWhat is shown hereOnly business contact points published by the advisor’s firm, on its own site or advisor directory, and matched to this registered advisor with a second fact beyond the name. Nothing is inferred or guessed; an office or team line is labelled as such and never shown as a direct line.
what the firm publishes for this advisor, each with the page it was read from
- Business email
- ••• Lockedreportedbellcitywealth.comfirm site, Sep 24, 2026
At current firm
2 y
since Oct 17, 2023
In the industry
14 y
since Oct 1, 2011 (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
n/a
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- B••• C••• W•••••• I••• independent RIA currentsince Oct 17, 2023 · Hillsboro, Oh
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliatedJan 17, 2012 to Jul 12, 2023 · Hillsboro, Oh
Moves
a registration end followed by a registration begin elsewhere
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to B••• C••• W•••••• I•••left Jul 12, 2023, registered Oct 17, 2023 (97 days) · Affiliated broker-dealer or bank to independent RIA
Signals
- ••• LockedJul 12, 2023 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address