DFX Intelligence
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Registered advisor
W•••••• M••••• R••••••
Feed of 09/14/2026
At current firm
0 y
since Jan 1, 2026
In the industry
45 y
since Nov 4, 1980 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
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
- M••••• R•••••• state registered currentsince Jan 1, 2026 · Ponte Vedra, Fl
- R•••••• J•••• F•••••••• S•••••••• I••• unclassifiedJul 6, 2004 to Jan 31, 2005 · Jacksonville, Fl
- V•••• F•••••••• A•••••••• I••• BD affiliatedApr 4, 2003 to Sep 3, 2003 · Jacksonville, Fl
Moves
a registration end followed by a registration begin elsewhere
- R•••••• J•••• F•••••••• S•••••••• I••• to M••••• R••••••left Jan 31, 2005, registered Jan 1, 2026 (7640 days) · Other
- V•••• F•••••••• A•••••••• I••• to R•••••• J•••• F•••••••• S•••••••• I•••left Sep 3, 2003, registered Jul 6, 2004 (307 days) · Other
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
- STATE REGISTEREDderived
- Years in industry
- 45derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address