DFX Intelligence
RIA Intelligence
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Registered advisor
K••••• A••••• F••••••
Feed of 09/14/2026
Also filed as K••••• A••••• F••••••
At current firm
2 y
since Nov 13, 2023
In the industry
11 y
since Jun 1, 2015 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, 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
- P••••••••• P••••••• I••• state registered currentsince Nov 13, 2023 · Green Cove Springs, Fl
- T•••• F•••••••• independent RIAFeb 14, 2019 to Mar 27, 2024 · Jacksonville, Fl
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliatedApr 13, 2017 to Feb 12, 2019 · Jacksonville, Fl
- R•••••• J•••• • A••••••••• I••• national BDJul 11, 2016 to Feb 13, 2017 · St. Petersburg, Fl
Moves
a registration end followed by a registration begin elsewhere
- T•••• F•••••••• to P••••••••• P••••••• I•••left Mar 27, 2024, registered Nov 13, 2023 (-135 days) · RIA to a state-registered adviser
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to T•••• F••••••••left Feb 12, 2019, registered Feb 14, 2019 (2 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- R•••••• J•••• • A••••••••• I••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Feb 13, 2017, registered Apr 13, 2017 (59 days) · Other · moved with a team
Signals
- K••••• A••••• F•••••• left T•••• F•••••••• for P••••••••• P••••••• I••• (registered 2023-11-13)Mar 27, 2024 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- STATE REGISTEREDderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address