DFX Intelligence
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Registered advisor
J••• B•••••• M••••••
Feed of 09/14/2026
Also filed as J••• B•••••• M••••••••• M••••••
At current firm
4 y
since Jun 14, 2022
In the industry
10 y
since May 1, 2016 (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
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- T••••• A••••••• S•••••••• I••• BD affiliated currentsince Jun 14, 2022 · Tampa, Fl
- M••••• S•••••• wirehouseJan 28, 2021 to Apr 13, 2022 · Tampa, Fl
Moves
a registration end followed by a registration begin elsewhere
- M••••• S•••••• to T••••• A••••••• S•••••••• I•••left Apr 13, 2022, registered Jun 14, 2022 (62 days) · Wirehouse to affiliated broker-dealer or bank
Signals
- ••• LockedApr 13, 2022 · 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
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address