DFX Intelligence
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Registered advisor
J•••• M•••••• O••
Certified Financial Planner
Feed of 09/15/2026
At current firm
3 y
since Sep 27, 2022
In the industry
10 y
since Aug 1, 2016 (earliest exam, job or registration)
Prior registered firms
0
IAPD previous registrations
State registrations
6
current, as an IAR
Firms today
4
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- F•••••••• I••••••••• C••••••••• institutional currentsince Oct 25, 2022 · Coraopolis, Pa
- F•••••••• G••••• I••••••••• M••••••••• C•••• asset manager currentsince Oct 25, 2022 · Coraopolis, Pa
- M•• A•••••••• A• D••••••• O• F•••••••• M••• L•• asset manager currentsince Oct 25, 2022 · Coraopolis, Pa
- F•••••••• S••••••••• C•••• no RAUM currentsince Sep 27, 2022 · Coraopolis, Pa
Moves
a registration end followed by a registration begin elsewhere
No firm change on the tape.
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
- Institutional managerderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address