DFX Intelligence
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Registered advisor
T••••• J••••• V•••••••• J•
Certified Financial Planner
Feed of 09/14/2026
Also filed as T••••• V••••••••• J• V••••••••• J••••• V••••••••• J• V••••••••• V••••••••• J••••• V••••••••• J• V••••••••• V••••••••• J••••• V••••••••• J• V••••••••• V••••••••• J• V•••••••• J•••••••• J••••• V••••••••
At current firm
1 y
since Feb 24, 2025
In the industry
12 y
since Dec 28, 2013 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
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 Feb 24, 2025 · Macomb, Mi
- L•• F•••••••• L•• BD affiliatedAug 5, 2016 to Feb 25, 2025 · Macomb, Mi
- E•••••••• A•••••••• L•• national BDJan 9, 2014 to Jul 22, 2016 · Troy, Mi
Moves
a registration end followed by a registration begin elsewhere
- L•• F•••••••• L•• to A••••••••• F•••••••• S•••••••• L••left Feb 25, 2025, registered Feb 24, 2025 (-1 days) · Affiliated broker-dealer or bank to another · moved with a team
- E•••••••• A•••••••• L•• to L•• F•••••••• L••left Jul 22, 2016, registered Aug 5, 2016 (14 days) · Other
Signals
- ••• LockedFeb 25, 2025 · 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