DFX Intelligence
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Registered advisor
V••••••• J• H••••••
Feed of 09/15/2026
Also filed as V••••••• B••••••••• J• B••••••
At current firm
1 y
since Oct 10, 2024
In the industry
14 y
since Jun 1, 2012 (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, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- E•••••• A••••••• G••••• L•• BD affiliated currentsince Oct 10, 2024 · Loveland, Co
- W•••• F•••• A••••••• wirehouseMay 11, 2021 to Feb 17, 2023 · Arvada, Co
Moves
a registration end followed by a registration begin elsewhere
- W•••• F•••• A••••••• to E•••••• A••••••• G••••• L••left Feb 17, 2023, registered Oct 10, 2024 (601 days) · Wirehouse to affiliated broker-dealer or bank
Signals
- ••• LockedFeb 17, 2023 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address