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Registered advisor
J••• F••••••••• G•••••
Feed of 09/14/2026
Also filed as J••• G•••••
At current firm
7 y
since Oct 19, 2018
In the industry
33 y
since Jan 19, 1993 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- C••••• I••••••••• A••••••• L•• BD affiliated currentsince Oct 19, 2018 · Cyrstal River, Fl
- C••• B•••••••• S•••••••• I••• formerJun 2, 2014 to Sep 10, 2018 · Tampa, Fl
- V•••• F•••••••• A•••••••• I••• BD affiliatedAug 9, 2012 to May 14, 2014 · Jacksonville, Fl
- E•••••••• A•••••••• L•• national BDJun 27, 2012 to Aug 3, 2012 · Tampa, Fl
Moves
a registration end followed by a registration begin elsewhere
- C••• B•••••••• S•••••••• I••• to C••••• I••••••••• A••••••• L••left Sep 10, 2018, registered Oct 19, 2018 (39 days) · RIA to affiliated broker-dealer or bank
- V•••• F•••••••• A•••••••• I••• to C••• B•••••••• S•••••••• I•••left May 14, 2014, registered Jun 2, 2014 (19 days) · Other
- E•••••••• A•••••••• L•• to V•••• F•••••••• A•••••••• I•••left Aug 3, 2012, registered Aug 9, 2012 (6 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 33derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address