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Registered advisor
J••••••• B•••••••
Feed of 09/15/2026
Also filed as J••••••• Peter Russo
At current firm
2 y
since Oct 4, 2023
In the industry
31 y
since Nov 8, 1994 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
3
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 Oct 4, 2023 · Edwards, Co
- W•••• F•••• A••••••• wirehouseMar 27, 2009 to Oct 2, 2023 · Boca Raton, Fl
- B••• O• A•••••• I••••••••• S•••••••• I••• unclassifiedJan 5, 2004 to Mar 23, 2009 · Boca Raton, Fl
- M••••• S•••••• D• I••• unclassifiedJan 16, 1998 to Dec 19, 2003 · Ft. Lauderdale, Fl
Moves
a registration end followed by a registration begin elsewhere
- W•••• F•••• A••••••• to W•••• F•••• A•••••••left Oct 2, 2023, registered Oct 4, 2023 (2 days) · channel change inside one enterprise, not a move
- B••• O• A•••••• I••••••••• S•••••••• I••• to W•••• F•••• A•••••••left Mar 23, 2009, registered Mar 27, 2009 (4 days) · Other
- M••••• S•••••• D• I••• to B••• O• A•••••• I••••••••• S•••••••• I•••left Dec 19, 2003, registered Jan 5, 2004 (17 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
- Wirehousederived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address