DFX Intelligence
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Registered advisor
A••••• J••••••• M•••••••
Feed of 09/15/2026
Also filed as A••••• J• M••••••••• M•••••••
At current firm
1 y
since Jun 18, 2025
In the industry
14 y
since Apr 1, 2012 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
4
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- A••••• A•• P••••••• S••••••• BD affiliated currentsince Jun 18, 2025 · Snellville, Ga
- J••• M••••• S••••••••• L•• wirehouseJul 31, 2022 to Jun 5, 2025 · Atlanta, Ga
Moves
a registration end followed by a registration begin elsewhere
- J••• M••••• S••••••••• L•• to A••••• A•• P••••••• S•••••••left Jun 5, 2025, registered Jun 18, 2025 (13 days) · Wirehouse to affiliated broker-dealer or bank
Signals
- ••• LockedJun 5, 2025 · 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