DFX Intelligence
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Registered advisor
B•••• E••••• B•••••
Certified Financial Planner
Feed of 09/15/2026
At current firm
0 y
since Feb 18, 2026
In the industry
14 y
since Apr 13, 2012 (earliest exam, job or registration)
Prior registered firms
3
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
0
dated events on this person
Registration history
IAPD current and previous registrations
- L•• F•••••••• L•• BD affiliated currentsince Feb 18, 2026 · Palm Harbor, Fl
- W•••• F•••• A••••••• wirehouseAug 13, 2014 to Sep 27, 2016 · St. Louis, Mo
- W•••• F•••• A••••••• wirehouseJun 19, 2012 to Feb 23, 2026 · St. Louis, Mo
- T••••••• I••••••••• M••••••••• I••• BD affiliatedApr 16, 2012 to Apr 24, 2012 · St Louis, Mo
Moves
a registration end followed by a registration begin elsewhere
- W•••• F•••• A••••••• to W•••• F•••• A•••••••left Feb 23, 2026, registered Aug 13, 2014 (-4212 days) · channel change inside one enterprise, not a move · moved with a team
- W•••• F•••• A••••••• to L•• F•••••••• L••left Sep 27, 2016, registered Feb 18, 2026 (3431 days) · Wirehouse to affiliated broker-dealer or bank
- T••••••• I••••••••• M••••••••• I••• to W•••• F•••• A•••••••left Apr 24, 2012, registered Jun 19, 2012 (56 days) · Other
Signals
No dated event on this person.
Transition signalsWhat these will draw onThe observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves.Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
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