DFX Intelligence
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Registered advisor
L••••• J•• B•••••••••
Certified Financial Planner
Feed of 09/15/2026
Also filed as L•• B••••••••• J• B•••••••••
At current firm
17 y
since Jan 2, 2009
In the industry
38 y
since Nov 5, 1987 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated currentsince Jan 2, 2009 · Columbia, Mo
- W••••••••• F•••••••• S••••••• L•• unclassifiedOct 27, 1999 to Dec 31, 2005 · Columbia, Mo
Moves
a registration end followed by a registration begin elsewhere
- W••••••••• F•••••••• S••••••• L•• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Dec 31, 2005, registered Jan 2, 2009 (1098 days) · Other
Signals
No dated event on this person.
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
- 38derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address