DFX Intelligence
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Registered advisor
T••••• E••••• B••••••
Feed of 09/14/2026
Also filed as T••••• E••••• B••••••••• E• B••••• B••••••••• B••••••
At current firm
4 y
since Jan 4, 2022
In the industry
14 y
since Mar 9, 2012 (earliest exam, job or registration)
Prior registered firms
2
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
- C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated currentsince Jan 4, 2022 · Brentwood, Tn
- W•••• F•••• A••••••• wirehouseDec 16, 2013 to Jan 18, 2022 · Nashville, Tn
- W•••• F•••• A••••••• wirehouseMar 12, 2012 to Oct 7, 2013 · Nashville, Tn
Moves
a registration end followed by a registration begin elsewhere
- W•••• F•••• A••••••• to C•••••••• I••••••••• R••••••• A•••••••• I•••left Jan 18, 2022, registered Jan 4, 2022 (-14 days) · Wirehouse to affiliated broker-dealer or bank
Signals
- ••• LockedJan 18, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address