DFX Intelligence
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Registered advisor
W•••••• E••••• B•••••
R•••••• J•••• F•••••••• S••••••• A•••••••• I••BD affiliatedHuntsville, Aldual registrantIAPD 7557475
Feed of 09/14/2026
Also filed as W•••••• B•••••
At current firm
1 y
since Jul 18, 2025
In the industry
11 y
since Oct 1, 2014 (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
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated currentsince Jul 18, 2025 · Huntsville, Al
- W•••• F•••• A••••••• wirehouseOct 24, 2022 to Apr 22, 2025 · Birmingham, Al
Moves
a registration end followed by a registration begin elsewhere
- W•••• F•••• A••••••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Apr 22, 2025, registered Jul 18, 2025 (87 days) · Wirehouse to affiliated broker-dealer or bank
Signals
- ••• LockedApr 22, 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
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address