DFX Intelligence
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Registered advisor
J•••• R•••••
Feed of 09/14/2026
Also filed as J•••• R• R•••••
At current firm
0 y
since Jun 30, 2026
In the industry
11 y
since Feb 1, 2015 (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
- E•••••• A••••••• G••••• L•• BD affiliated currentsince Jun 30, 2026 · Woolwich, Nj
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseOct 30, 2024 to May 29, 2026 · Media, Pa
Moves
a registration end followed by a registration begin elsewhere
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to E•••••• A••••••• G••••• L••left May 29, 2026, registered Jun 30, 2026 (32 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
Signals
- ••• LockedMay 29, 2026 · 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