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Registered advisor
J•••••• L••••••• R•••••
Feed of 09/14/2026
Also filed as J••• L••••••• R•••••
At current firm
4 y
since May 10, 2022
In the industry
42 y
since Jan 1, 1984 (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
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- U•• F•••••••• S••••••• I••• wirehouse currentsince May 10, 2022 · Pepper Pike, Oh
- M••••• S•••••• wirehouseJun 1, 2009 to May 24, 2022 · Beachwood, Oh
- M••••• S•••••• • C•• L•• unclassifiedJan 30, 2009 to Jun 1, 2009 · Beachwood, Oh
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseFeb 21, 1999 to Feb 3, 2009 · Pepper Pike, Oh
Moves
a registration end followed by a registration begin elsewhere
- M••••• S•••••• to U•• F•••••••• S••••••• I•••left May 24, 2022, registered May 10, 2022 (-14 days) · Wirehouse to wirehouse · moved with a team
- M••••• S•••••• • C•• L•• to M••••• S••••••left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to M••••• S•••••• • C•• L••left Feb 3, 2009, registered Jan 30, 2009 (-4 days) · Other
Signals
- ••• LockedMay 24, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet.
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