DFX Intelligence
RIA Intelligence
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Registered advisor
C••••••• B••••• G••••••
Feed of 09/14/2026
Also filed as Courtney Margaret Bonner
At current firm
7 y
since Jul 23, 2019
In the industry
13 y
since Jan 1, 2013 (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
- B••• W••••• M••••••••• independent RIA currentsince Jul 23, 2019 · Valdosta, Ga
- L•• F•••••••• L•• BD affiliatedNov 20, 2017 to Aug 16, 2019 · Valdosta, Ga
Moves
a registration end followed by a registration begin elsewhere
- L•• F•••••••• L•• to B••• W••••• M•••••••••left Aug 16, 2019, registered Jul 23, 2019 (-24 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
Signals
No dated event on this person.
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
- Independent wealth managerderived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address