DFX Intelligence
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Reading the graph
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Advisor at R•••••• J•••• • A••••••••• I•••
New Iberia, LA | ST. PETERSBURG, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| R•••••• J•••• • A••••••••• I••• | National bd RIA | Feb 15, 2023 | n/a | yes | New Iberia, LA|ST. PETERSBURG, FL | Current employment |
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• | Bd affiliated wealth | Apr 16, 2009 | Feb 7, 2023 | no | LAFAYETTE, LA|LAFAYETE, LA|Lafayette, LA |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• | R•••••• J•••• • A••••••••• I••• | Feb 7, 2023 | Feb 15, 2023 | 8 | Firm change | Ibd to ibd |
| M••••• K••••• • C••••••• L•• | R•••••• J•••• F•••••••• S••••••• A•••••••• I•• | Feb 17, 2009 |
| M••••• K••••• • C••••••• L•• | Former SEC adviser | Jul 23, 2007 | Feb 17, 2009 | no | LAFAYETTE, LA | Previous registration |
| 58 |
| Firm change |
| Other |