DFX Intelligence
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Registered advisor
J•••• M•••••• D•••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as J•••• M• D•••••
At current firm
1 y
since Jun 17, 2025
In the industry
14 y
since Jun 1, 2012 (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
- C•••••• S••••• • C••• I••• national BD currentsince Jun 17, 2025 · Cranberry Township, Pa
- M••••• S•••••• wirehouseOct 2, 2022 to Jun 25, 2024 · Greensburg, Pa
Moves
a registration end followed by a registration begin elsewhere
- M••••• S•••••• to C•••••• S••••• • C••• I•••left Jun 25, 2024, registered Jun 17, 2025 (357 days) · Wirehouse to affiliated broker-dealer or bank
Signals
- ••• LockedJun 25, 2024 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- National broker-dealer RIAderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address