DFX Intelligence
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Registered advisor
B••• L•• H•••••
Feed of 09/14/2026
Also filed as B••• H•••••
At current firm
0 y
since Jan 13, 2026
In the industry
10 y
since Oct 1, 2015 (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
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 Jan 13, 2026 · Birmingham, Al
- T••••• A••••••• S•••••••• I••• BD affiliatedApr 4, 2025 to Dec 22, 2025 · Birmingham, Al
- W•••• F•••• A••••••• wirehouseSep 22, 2022 to Apr 8, 2025 · Roswell, Ga
Moves
a registration end followed by a registration begin elsewhere
- W•••• F•••• A••••••• to T••••• A••••••• S•••••••• I•••left Apr 8, 2025, registered Apr 4, 2025 (-4 days) · Wirehouse to affiliated broker-dealer or bank
Signals
- ••• LockedApr 8, 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
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address