DFX Intelligence
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Registered advisor
J••••• G••••• D••••••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as J•• D••••••••
At current firm
5 y
since Oct 2, 2020
In the industry
13 y
since May 30, 2013 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S63, 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
- G••••• W••••• M••••••••• L•• independent RIA currentsince Oct 2, 2020 · Birmingham, Mi
- M••••• F•••••••• S••••••• G•••• L•• unclassifiedSep 25, 2014 to Mar 6, 2015 · Troy, Mi
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliatedMay 29, 2014 to Oct 7, 2020 · Troy, Mi
Moves
a registration end followed by a registration begin elsewhere
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to G••••• W••••• M••••••••• L••left Oct 7, 2020, registered Oct 2, 2020 (-5 days) · Affiliated broker-dealer or bank to independent RIA
- M••••• F•••••••• S••••••• G•••• L•• to G••••• W••••• M••••••••• L••left Mar 6, 2015, registered Oct 2, 2020 (2037 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address