DFX Intelligence
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Registered advisor
R•••••• M• B••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as R•••••• M•••• B•••••••••
At current firm
10 y
since Feb 8, 2016
In the industry
11 y
since Sep 29, 2014 (earliest exam, job or registration)
Prior registered firms
1
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
0
dated events on this person
Registration history
IAPD current and previous registrations
- C••••• I••••••••• A••••••• L•• BD affiliated currentsince Feb 8, 2016 · De Pere, Wi
- L•• F•••••••• L•• BD affiliatedSep 29, 2014 to Feb 3, 2016 · Green Bay, Wi
Moves
a registration end followed by a registration begin elsewhere
- L•• F•••••••• L•• to C••••• I••••••••• A••••••• L••left Feb 3, 2016, registered Feb 8, 2016 (5 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address