DFX Intelligence
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Registered advisor
B••••••• J• O•••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as B••••••• J• O••••••••• O•••••
At current firm
8 y
since Mar 5, 2018
In the industry
12 y
since Sep 1, 2014 (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
0
dated events on this person
Registration history
IAPD current and previous registrations
- W••••• E••••••••• A••••••• S•••••••• L•• BD affiliated currentsince Mar 5, 2018 · Burnsville, Mn
- L•• F•••••••• L•• BD affiliatedFeb 26, 2018 to Mar 5, 2018 · Burnsville, Mn
Moves
a registration end followed by a registration begin elsewhere
- L•• F•••••••• L•• to W••••• E••••••••• A••••••• S•••••••• L••left Mar 5, 2018, registered Mar 5, 2018 (0 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