DFX Intelligence
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Registered advisor
W•••••• B•••••• H••••
Feed of 09/14/2026
Also filed as B••• H••••
At current firm
4 y
since Aug 4, 2022
In the industry
10 y
since Apr 1, 2016 (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
1
dated events on this person
Registration history
IAPD current and previous registrations
- T••••• A••••••• S•••••••• I••• BD affiliated currentsince Aug 4, 2022 · Fort Myers, Fl
- E••••• J•••• national BDFeb 22, 2019 to Jul 26, 2022 · Cape Coral, Fl
Moves
a registration end followed by a registration begin elsewhere
- E••••• J•••• to T••••• A••••••• S•••••••• I•••left Jul 26, 2022, registered Aug 4, 2022 (9 days) · Affiliated broker-dealer or bank to another
Signals
- ••• LockedJul 26, 2022 · Advisor changed firm · fact
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
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address