DFX Intelligence
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M•••• D• R•••••••
Registered Client Service Associateat S•••••• N••••••• • C••••••• I•••••••••Dual registrant· Valdosta, GaIAPD 6805112
As of · the IAPD feed; also filed as M•••• C••••• S••••••••• D•••••• C••••••••• S••••••••• S••••••••• R•••••••
- At current firm
- 1 y
- In the industry
- 12 y
- Prior registered firms
- 1
- Signals
- 1
since Feb 6, 2025
As of · the IAPD feed; also filed as M•••• C••••• S••••••••• D•••••• C••••••••• S••••••••• S••••••••• R•••••••
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Professional profileWhat is shown hereOnly business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
title, designations and roles as the firm prints them
- Title
- Registered Client Service Associatereportedgoddardwilliams.comfirm site, Sep 24, 2026
Registration history
IAPD current and previous registrations
- S•••••• N••••••• • C••••••• I••••••••• national BD currentsince Feb 6, 2025 · Valdosta, Ga
- M••••• S•••••• wirehouseAug 11, 2020 to Mar 18, 2025 · Valdosta, Ga
Moves
a registration end followed by a registration begin elsewhere
- M••••• S•••••• to S•••••• N••••••• • C••••••• I•••••••••left Mar 18, 2025, registered Feb 6, 2025 (-40 days) · Wirehouse to affiliated broker-dealer or bank
Signals
- ••• LockedMar 18, 2025 · Advisor changed firm · fact
Transition signals
No combined mobility score is published yet. The signals above are on record, each with its own history and base rate.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- National broker-dealer RIAderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address