DFX Intelligence
Advisors
Advisors registered through Nfsg Corporation
Every person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations. Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
77 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Chris Allen Nelson dual registrant | Nfsg Corporation BD affiliated | Sioux Falls, Sd | Jul 16, 2018 | 34 y | 3 | 1 |
| Xavier Patino dual registrant | Nfsg Corporation BD affiliated | Oakbrook Terrace, Il | Sep 6, 2017 | 18 y | 2 | 1 |
| Russell Alan Pierce dual registrant | Nfsg Corporation BD affiliated | Boca Raton, Fl | Oct 5, 2023 | 34 y | 1 | 1 |
| W••••• P••• P••••• Chartered Financial Consultant · dual registrant | N••• C••••••••• BD affiliated | Fort Lauderdale, Fl | Dec 3, 2014 | 37 y | 2 | 2 |
| R••••• J• R••• dual registrant | N••• C••••••••• BD affiliated | Boca Raton, Fl | Mar 9, 2007 | 40 y | 2 | 1 |
| C••••• C• R••••• E• dual registrant | N••• C••••••••• BD affiliated | Boca Raton, Fl | Jun 6, 2018 | 21 y | 7 | 1 |
| B•••• S•••• R•••••• dual registrant | N••• C••••••••• BD affiliated | New York, Ny | Jan 20, 2012 | 33 y | 0 | 4 |
| G•••••• R•••••••• dual registrant | N••• C••••••••• BD affiliated | Boca Raton, Fl | Jul 6, 2010 | 30 y | 1 | 1 |
| P••••• F•••• R••••••••• Certified Financial Planner · dual registrant | N••• C••••••••• BD affiliated | Boca Raton, Fl | Jun 8, 2023 | 28 y | 4 | 1 |
| C••••••••• J• S••• | N••• C••••••••• BD affiliated | Boca Raton, Fl | Jan 13, 2021 | 20 y | 2 | 2 |
| R•••••• W•••• S••••• dual registrant | N••• C••••••••• BD affiliated | Boca Raton, Fl | Jul 13, 2026 | 28 y | 2 | 1 |
| S•••••• R••••• S••••• Certified Financial Planner | N••• C••••••••• BD affiliated | Neenah, Wi | Jul 23, 2026 | 30 y | 3 | 1 |
| R••••• P•••••••• S•••••• dual registrant | N••• C••••••••• BD affiliated | Boca Raton, Fl | Jul 12, 2023 | 22 y | 2 | 1 |
| S•••••• L••• S•••••• dual registrant | N••• C••••••••• BD affiliated | Boca Raton, Fl | Jan 7, 2022 | 33 y | 1 | 3 |
| E••••• S••••• dual registrant | N••• C••••••••• BD affiliated | Boca Raton, Fl | Jul 9, 2026 | 14 y | 0 | 1 |
| M•••••• R•••••• S••••••••• dual registrant | N••• C••••••••• BD affiliated | Boca Raton, Fl | Aug 21, 2026 | 12 y | 0 | 1 |
| J••• E• S•••••• | N••• C••••••••• BD affiliated | Grosse Pointe Park, Mi | May 15, 2024 | 44 y | 3 | 1 |
| J••••• T••••• dual registrant | N••• C••••••••• BD affiliated | Boca Raton, Fl | Apr 22, 2022 | 19 y | 0 | 1 |
| R••••• E••• T••••• dual registrant | N••• C••••••••• BD affiliated | Roselle Park, Nj | Oct 30, 2018 | 19 y | 5 | 2 |
| S•••••• D•••• T•••• dual registrant | N••• C••••••••• BD affiliated | Robinson, Il | Dec 11, 2019 | 23 y | 2 | 1 |
| K••••• M• T••••••••• Certified Financial Planner · dual registrant | N••• C••••••••• BD affiliated | Hoover, Al | Jan 27, 2020 | 30 y | 7 | 1 |
| T••• W••••••••• dual registrant | N••• C••••••••• BD affiliated | Boca Raton, Fl | Feb 20, 2020 | 11 y | 2 | 6 |
| M•••••• L•••••• W••••••• Chartered Financial Consultant · dual registrant | N••• C••••••••• BD affiliated | Boca Raton, Fl | Mar 16, 2010 | 21 y | 0 | 2 |
| R••••• V••••• W••••••• dual registrant | N••• C••••••••• BD affiliated | Boca Raton, Fl | Sep 28, 2023 | 14 y | 0 | 1 |
| J••• V•••••• Z•••••••• dual registrant | N••• C••••••••• BD affiliated | Boca Raton, Fl | May 7, 2021 | 10 y | 0 | 3 |
| M•••••• P••• Z•••••• dual registrant | N••• C••••••••• BD affiliated | Boca Raton, Fl | Mar 26, 2015 | 25 y | 0 | 3 |
| D••••• M•••••• Z•••• dual registrant | N••• C••••••••• BD affiliated | Heath, Tx | Jul 6, 2010 | 47 y | 2 | 2 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
Page 2 of 2Previous