DFX Intelligence
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C••••• E•••••••• J••••••
Registered advisorat C•••••••• I••••••••• R••••••• A•••••••• I•••Dual registrant· Calhoun, Ga IAPD 6285866
As of · the IAPD feed; also filed as C••••• L••• J••••••
- In the industry
- 12 y
- Prior registered firms
- 2
- Signals
- 1
As of · the IAPD feed; also filed as C••••• L••• J••••••
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Registration history
IAPD current and previous registrations
- C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated currentsince Nov 24, 2025 · Murfreesboro, Tn
- D•••••• L••• S••••• L•• formerJan 8, 2026 to Apr 3, 2026 · Rome, Ga
- D•••••• L••• S••••• L•• formerJul 15, 2015 to Dec 31, 2025 · Murfreesboro, Tn
Moves
a registration end followed by a registration begin elsewhere
- D•••••• L••• S••••• L•• to no registered destinationleft Apr 3, 2026 · Departure, no registered destination
- D•••••• L••• S••••• L•• to C•••••••• I••••••••• R••••••• A•••••••• I•••left Dec 31, 2025, registered Nov 24, 2025 (-37 days) · corporate re-registration, not a move
Signals
- ••• LockedApr 3, 2026 · Advisor departure · fact
Transition signals
No combined mobility score is published yet. The signals above are on record, each with its own history and base rate.
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