DFX Intelligence
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Registered advisor
J•••• B•••••
Feed of 09/14/2026
Also filed as J•••• H•••• B••••••••• B•••••
At current firm
3 y
since Oct 28, 2022
In the industry
14 y
since Aug 1, 2012 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
3
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
- A••••••••• F•••••••• S•••••••• L•• national BD currentsince Oct 28, 2022 · Midvale, Ut
- E••••• J•••• national BDOct 30, 2012 to Oct 31, 2022 · St Louis, Mo
Moves
a registration end followed by a registration begin elsewhere
- E••••• J•••• to A••••••••• F•••••••• S•••••••• L••left Oct 31, 2022, registered Oct 28, 2022 (-3 days) · Affiliated broker-dealer or bank to another
Signals
- ••• LockedOct 31, 2022 · 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
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address