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Registered advisor
J••• P•••••
Feed of 09/14/2026
Also filed as John D Porter
At current firm
7 y
since Jun 24, 2019
In the industry
37 y
since Sep 5, 1989 (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
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse currentsince Jun 24, 2019 · Stamford, Ct
- B••• S••••••••• I••• no RAUMMay 10, 2019 to Jul 12, 2019 · New York, Ny
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseAug 30, 2012 to May 10, 2019 · Lake Oswego, Or
- A••••••••• F•••••••• S•••••••• L•• national BDJan 19, 2012 to Jul 25, 2012 · Vancouver, Wa
Moves
a registration end followed by a registration begin elsewhere
- B••• S••••••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Jul 12, 2019, registered Jun 24, 2019 (-18 days) · channel change inside one enterprise, not a move
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to B••• S••••••••• I•••left May 10, 2019, registered May 10, 2019 (0 days) · channel change inside one enterprise, not a move
- A••••••••• F•••••••• S•••••••• L•• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Jul 25, 2012, registered Aug 30, 2012 (36 days) · Affiliated broker-dealer or bank to wirehouse
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
- 37derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address