DFX Intelligence
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Registered advisor
M•••••• R•••
Feed of 09/15/2026
Also filed as M•••••• R••••••••• A•••• R•••
At current firm
11 y
since Jul 15, 2015
In the industry
12 y
since Apr 4, 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
0
dated events on this person
Registration history
IAPD current and previous registrations
- P•• W••••• M••••••••• BD affiliated currentsince Jul 15, 2015 · Twinsburg, Oh
- E••••• J•••• national BDJun 2, 2014 to Jun 30, 2015 · St Louis, Mo
Moves
a registration end followed by a registration begin elsewhere
- E••••• J•••• to P•• W••••• M•••••••••left Jun 30, 2015, registered Jul 15, 2015 (15 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
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address