J•••• D•••••• Z•••

Feed of 09/14/2026

Also filed as J•• Z•••

At current firm

2 y

since Jun 19, 2024

In the industry

40 y

since Mar 24, 1986 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

M••••• S•••••• wirehouse
Oct 26, 2011 to Jun 25, 2024 · Washington, Dc
U•• F•••••••• S••••••• I••• wirehouse
Nov 12, 2004 to Oct 31, 2011 · Charles Town, Wv
W•••• F•••• A••••••• wirehouse
Jul 1, 2003 to Nov 23, 2004 · Washington, Dc
P••••••••• E••••• G••••• L•• unclassified
Apr 26, 1994 to Jul 1, 2003 · Washington, Dc

Moves

a registration end followed by a registration begin elsewhere

M••••• S•••••• to L•• F•••••••• L••
left Jun 25, 2024, registered Jun 19, 2024 (-6 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
U•• F•••••••• S••••••• I••• to M••••• S••••••
left Oct 31, 2011, registered Oct 26, 2011 (-5 days) · Wirehouse to wirehouse
W•••• F•••• A••••••• to U•• F•••••••• S••••••• I•••
left Nov 23, 2004, registered Nov 12, 2004 (-11 days) · Wirehouse to wirehouse
P••••••••• E••••• G••••• L•• to W•••• F•••• A•••••••
left Jul 1, 2003, registered Jul 1, 2003 (0 days) · corporate re-registration, not a move

Signals

Transition signals

Mobility scoring is not published yet.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 40derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address