DFX Intelligence
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Registered advisor
L••• B••••••
R•••••• J•••• F•••••••• S••••••• A•••••••• I••BD affiliatedKalamazaoo, Midual registrantIAPD 6376334
Certified Financial Planner
Feed of 09/14/2026
At current firm
5 y
since May 17, 2021
In the industry
12 y
since Aug 1, 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
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated currentsince May 17, 2021 · Kalamazaoo, Mi
- E••••• J•••• national BDDec 16, 2014 to May 18, 2021 · St Louis, Mo
Moves
a registration end followed by a registration begin elsewhere
- E••••• J•••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left May 18, 2021, registered May 17, 2021 (-1 days) · Affiliated broker-dealer or bank to another
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