J••• J•• M•••••

W•••• F•••• A•••••••wirehouseJupiter, Fl dual registrantIAPD 1313737

Feed of 09/14/2026

Also filed as J•• M••••••••• M•••••

At current firm

0 y

since Feb 11, 2026

In the industry

40 y

since Dec 4, 1985 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

W•••• F•••• A••••••• wirehouse current
since Feb 11, 2026 · Jupiter, Fl
U•• F•••••••• S••••••• I••• wirehouse
Feb 8, 2007 to Feb 19, 2026 · Palm Beach Gardens, Fl
M••••• S•••••• D• I••• unclassified
Aug 1, 2002 to Feb 12, 2007 · Palm Beach, Fl

Moves

a registration end followed by a registration begin elsewhere

U•• F•••••••• S••••••• I••• to W•••• F•••• A•••••••
left Feb 19, 2026, registered Feb 11, 2026 (-8 days) · Wirehouse to wirehouse · moved with a team
M••••• S•••••• D• I••• to U•• F•••••••• S••••••• I•••
left Feb 12, 2007, registered Feb 8, 2007 (-4 days) · Other

Signals

••• Locked
Feb 19, 2026 · Advisor changed firm · fact

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: 40derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address