DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Registered advisor
A•••••••• C••••• R••••
Feed of 09/14/2026
Also filed as A••• R••••
At current firm
1 y
since Feb 26, 2025
In the industry
14 y
since Nov 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
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
- N••••••••• M••••• I••••••••• S••••••••• no RAUM currentsince Feb 26, 2025 · Jacksonville, Fl
- S•••••••• A••••••• L•• national BDOct 1, 2015 to Apr 3, 2017 · Jacksonville, Fl
Moves
a registration end followed by a registration begin elsewhere
- S•••••••• A••••••• L•• to N••••••••• M••••• I••••••••• S•••••••••left Apr 3, 2017, registered Feb 26, 2025 (2886 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
- No RAUM reportedderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address