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Registered advisor
M••••••• J•• B••••
Feed of 09/14/2026
At current firm
9 y
since Aug 10, 2017
In the industry
42 y
since Dec 28, 1983 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- U•• F•••••••• S••••••• I••• wirehouse currentsince Aug 10, 2017 · Hunt Valley, Md
- C•••• C•••• A•••• M••••••••• L•• formerAug 17, 2005 to Nov 9, 2006 · Bethesda, Md
- C•••••••• G••••• M•••••• I••• BD affiliatedDec 19, 2002 to Oct 10, 2003 · Lutherville, Md
Moves
a registration end followed by a registration begin elsewhere
- C•••• C•••• A•••• M••••••••• L•• to U•• F•••••••• S••••••• I•••left Nov 9, 2006, registered Aug 10, 2017 (3927 days) · Other
- C•••••••• G••••• M•••••• I••• to C•••• C•••• A•••• M••••••••• L••left Oct 10, 2003, registered Aug 17, 2005 (677 days) · Other
Signals
No dated event on this person.
Transition signals
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.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wirehousederived
- Years in industry
- 42derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address