J•••• V• C••••

• C••••• I••••••••• A••••••• L•• BD affiliated current
  since May 17, 2023 · Fort Myers, Fl
• S••••• F•••••••• G•••• I•• former
  Jun 8, 2011 to May 20, 2021 · Ft Myers, Fl
• F•••• T•••• S••••••••• I••• BD affiliated
  Aug 31, 2009 to Jun 3, 2011 · Fort Myers, Fl

• S••••• F•••••••• G•••• I•• to C••••• I••••••••• A••••••• L••
  left May 20, 2021, registered May 17, 2023 (727 days) · corporate re-registration, not a move
• F•••• T•••• S••••••••• I••• to S••••• F•••••••• G•••• I••
  left Jun 3, 2011, registered Jun 8, 2011 (5 days) · Other

• ••• Locked
  Sep 22, 2026 · New state registration · fact

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.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Broker-dealer affiliated wealth managerderived

Years in industry

30derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address