DFX Intelligence

RIA Intelligence

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M••••• E••• B••••• Y•••••

Registered advisorat A••••• A•• P••••••• S•••••••Dual registrant· Frisco, Tx IAPD 7213210
In the industry
13 y
Prior registered firms
3
Signals
2
As of · the IAPD feed; also filed as M••••• E••• Y••••••••• Y••••••••• E••• B••••• Y•••••
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Registration history
IAPD current and previous registrations
Moves
a registration end followed by a registration begin elsewhere
Signals
  • ••• Locked
    Sep 23, 2026 · Advisor registered · fact
  • ••• Locked
    Sep 9, 2026 · 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
Broker-dealer affiliated wealth managerderived
Years in industry
13derivedfrom the earliest dated exam, employment or registration
Not published
disclosure flags, outside business text, branch street address