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Registered advisor
G••• S••••• J••••••
Certified Financial Planner
Feed of 09/15/2026
Also filed as G••• S••••• J••••••
At current firm
0 y
since Sep 4, 2026
In the industry
39 y
since Oct 30, 1986 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, 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
- W•••• F•••• A••••••• wirehouse currentsince Sep 4, 2026 · Franklin, Tn
- W•••• F•••• A••••••• wirehouseSep 9, 2016 to Sep 4, 2026 · Brentw•••, Tn
- U•• F•••••••• S••••••• I••• wirehouseFeb 18, 2009 to Sep 20, 2016 · Franklin, Tn
- C•••••••• G••••• M•••••• I••• BD affiliatedFeb 21, 2006 to Feb 26, 2009 · Nashville, Tn
- L••• M•••• W••• W•••••• I••••••••• unclassifiedFeb 23, 2004 to Feb 21, 2006 · Nashville, Tn
Moves
a registration end followed by a registration begin elsewhere
- W•••• F•••• A••••••• to W•••• F•••• A•••••••left Sep 4, 2026, registered Sep 4, 2026 (0 days) · channel change inside one enterprise, not a move · moved with a team
- U•• F•••••••• S••••••• I••• to W•••• F•••• A•••••••left Sep 20, 2016, registered Sep 9, 2016 (-11 days) · Wirehouse to wirehouse
- C•••••••• G••••• M•••••• I••• to U•• F•••••••• S••••••• I•••left Feb 26, 2009, registered Feb 18, 2009 (-8 days) · Other
- L••• M•••• W••• W•••••• I••••••••• to C•••••••• G••••• M•••••• I•••left Feb 21, 2006, registered Feb 21, 2006 (0 days) · corporate re-registration, not a move
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
- 39derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address