K••• W•••••••• M••••

• R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated current
  since Sep 8, 2025 · Winter Park, Fl
• C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated
  May 25, 2011 to Sep 12, 2025 · Oviedo, Fl
• A••••••••• F•••••••• S•••••••• L•• national BD
  Dec 5, 1995 to May 25, 2011 · Winter Park, Fl

• C•••••••• I••••••••• R••••••• A•••••••• I••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••
  left Sep 12, 2025, registered Sep 8, 2025 (-4 days) · Affiliated broker-dealer or bank to another · moved with a team
• A••••••••• F•••••••• S•••••••• L•• to C•••••••• I••••••••• R••••••• A•••••••• I•••
  left May 25, 2011, registered May 25, 2011 (0 days) · Other

• ••• Locked
  Sep 12, 2025 · Advisor changed firm · fact

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Broker-dealer affiliated wealth managerderived

Years in industry

31derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address