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Registered advisor

R••••• J• N••••••

P••• A••••• S••••••••• L••BD affiliatedHolmdel, Nj dual registrantIAPD 2067066
Chartered Financial Consultant
Feed of 09/24/2026
Also filed as R••••• J••••• N••••••
At current firm
23 y
since Jan 15, 2003
In the industry
37 y
since Nov 1, 1988 (earliest exam, job or registration)
Prior registered firms
0
IAPD previous registrations
State registrations
11
current, as an IAR
Firms today
1
current registrations
Exams
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
    Moves
    a registration end followed by a registration begin elsewhere
    No firm change on the tape.
    Signals
    • ••• Locked
      Sep 23, 2026 · New state registration · fact
    Transition signals

    Mobility scoring is not published yet.

    Provenance
    Source
    IAPD individual compilation feedreportedadviserinfo.sec.gov
    Firm class
    Broker-dealer affiliated wealth managerderived
    Years in industry
    37derivedfrom the earliest dated exam, employment or registration
    Not published
    disclosure flags, outside business text, branch street address