DFX Intelligence
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Registered advisor
J••• C••••• B•••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as J••• B•••••
At current firm
2 y
since Jun 27, 2024
In the industry
12 y
since Jul 1, 2014 (earliest exam, job or registration)
Prior registered firms
1
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••••••••• F•••••••• N•••••• national BD currentsince Jun 27, 2024 · Waynesville, Nc
- E••••• J•••• national BDOct 6, 2014 to Jun 28, 2024 · Maryland Heights, Mo
Moves
a registration end followed by a registration begin elsewhere
- E••••• J•••• to C••••••••• F•••••••• N••••••left Jun 28, 2024, registered Jun 27, 2024 (-1 days) · Affiliated broker-dealer or bank to another
Signals
- ••• LockedJun 28, 2024 · Advisor changed firm · fact
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
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address