DFX Intelligence

RIA Intelligence

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Registered advisor

M•••••• G•••••

S•••••• N••••••• • C••••••• I•••••••••national BDCenter Valley, Padual registrantIAPD 6531781
Certified Financial Planner
Feed of 09/14/2026
Also filed as M•••••• D• G••••••••• G•••••
At current firm
3 y
since Mar 13, 2023
In the industry
11 y
since Jul 1, 2015 (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
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Professional profile
title, designations and roles as the firm prints them
Title
Financial Advisorreportedstifel.comfirm site, Sep 24, 2026
Registration history
IAPD current and previous registrations
Moves
a registration end followed by a registration begin elsewhere
Signals
  • ••• Locked
    Feb 13, 2023 · Advisor changed firm · fact
Transition signals

Mobility scoring is not published yet.

Provenance
Source
IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class
National broker-dealer RIAderived
Years in industry
11derivedfrom the earliest dated exam, employment or registration
Not published
disclosure flags, outside business text, branch street address