DFX Intelligence
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J••••• D•••••• B•••••
Certified Financial Planner
As of · the IAPD feed
- At current firm
- 7 y
- In the industry
- 11 y
- Prior registered firms
- 0
- Signals
- 0
since Jun 27, 2019
As of · the IAPD feed
ContactWhat is shown hereOnly business contact points published by the advisor’s firm, on its own site or advisor directory, and matched to this registered advisor with a second fact beyond the name. Nothing is inferred or guessed; an office or team line is labelled as such and never shown as a direct line.
what the firm publishes for this advisor, each with the page it was read from
- Advisor profile
- ••• Lockedreportedbenoldfp.comfirm site, Sep 24, 2026
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
n/a
IA exams only
Registration history
IAPD current and previous registrations
- B••••• F•••••••• P••••••• independent RIA currentsince Jun 27, 2019 · Prosper, Tx
Moves
a registration end followed by a registration begin elsewhere
No firm change on the tape.
Signals
No dated event on this person.
Transition signalsWhat these will draw onThe 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.
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, the raw outside business text and any address in it, personal outside activities, branch street addressoutside businesses appear above as structured facts, reviewed, with a short quote