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RIA Intelligence

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Registered advisor

J••• F•••••• B•••••••••

C••••••••• F•••••••• N••••••national BDLynnfield, Ma dual registrantIAPD 20770
Chartered Financial Consultant
Feed of 09/14/2026
At current firm
25 y
since Apr 11, 2001
In the industry
36 y
since May 1, 1990 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
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
  • C•••••• M••••••••• P•••••••• L•• unclassified
    Apr 22, 2005 to Nov 30, 2006 · Peabody, Ma
Moves
a registration end followed by a registration begin elsewhere
  • C•••••• M••••••••• P•••••••• L•• to no registered destination
    left Nov 30, 2006 · Departure, no registered destination
Signals
No dated event on this person.
Transition signals

Mobility scoring is not published yet.

Provenance
Source
IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class
National broker-dealer RIAderived
Years in industry
36derivedfrom the earliest dated exam, employment or registration
Not published
disclosure flags, outside business text, branch street address