DFX Intelligence
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Feed of 09/14/2026
Also filed as R•••••• J••• M••••••••• R•••••• M•••••
At current firm
0 y
since Feb 20, 2026
In the industry
12 y
since Dec 1, 2013 (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
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- F••••• I••••••••• independent RIA currentsince Feb 20, 2026 · Plano, Tx
- F••••••• P••••••• A•• W•••••••• A••••••• formerAug 12, 2018 to Feb 2, 2021 · Jacksonville, Fl
Moves
a registration end followed by a registration begin elsewhere
- F••••••• P••••••• A•• W•••••••• A••••••• to F••••• I•••••••••left Feb 2, 2021, registered Feb 20, 2026 (1844 days) · Affiliated broker-dealer or bank to independent RIA
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
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address