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Registered advisor
J••• R•••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as Rusty R•••••
At current firm
2 y
since Jul 18, 2024
In the industry
36 y
since Dec 26, 1989 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
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 Jul 18, 2024 · Kingwood, Tx
- W•••• F•••• A••••••• wirehouseMar 27, 2009 to Jul 18, 2024 · The Woodlands, Tx
- B••• O• A•••••• I••••••••• S•••••••• I••• unclassifiedMay 9, 2003 to Mar 31, 2009 · Houston, Tx
- B••• C•••••• I••••••••• S••••••••• I•• unclassifiedSep 30, 2002 to May 13, 2003 · Kingwood, Tx
Moves
a registration end followed by a registration begin elsewhere
- W•••• F•••• A••••••• to W•••• F•••• A•••••••left Jul 18, 2024, registered Jul 18, 2024 (0 days) · channel change inside one enterprise, not a move
- B••• O• A•••••• I••••••••• S•••••••• I••• to W•••• F•••• A•••••••left Mar 31, 2009, registered Mar 27, 2009 (-4 days) · Other
- B••• C•••••• I••••••••• S••••••••• I•• to B••• O• A•••••• I••••••••• S•••••••• I•••left May 13, 2003, registered May 9, 2003 (-4 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
- 36derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address