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Registered advisor

J•••••• B•••••• R•••

C••••••• S••••••••• I•••BD affiliatedRocky River, Oh dual registrantIAPD 2094682

Feed of 09/15/2026

Also filed as Jeffery B•••••• R•••

At current firm

4 y

since Apr 11, 2022

In the industry

35 y

since Oct 29, 1990 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

C••••••• S••••••••• I••• BD affiliated current
since Apr 11, 2022 · Rochester, Mi
C••• F•••••••• S•••••••• L••• former
Oct 15, 2020 to Mar 24, 2022 · Auburn Hills, Mi
F••••••• P••••••• A•• W•••••••• A••••••• former
Jul 13, 2018 to Mar 25, 2020 · Boston, Ma
S•••••••• A••••••• L•• national BD
Mar 26, 2014 to Jul 13, 2018 · Birmingham, Mi
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Jan 18, 2007 to Mar 11, 2014 · Auburn Hills, Mi

Moves

a registration end followed by a registration begin elsewhere

C••• F•••••••• S•••••••• L••• to C••••••• S••••••••• I•••
left Mar 24, 2022, registered Apr 11, 2022 (18 days) · Affiliated broker-dealer or bank to another
F••••••• P••••••• A•• W•••••••• A••••••• to C••• F•••••••• S•••••••• L•••
left Mar 25, 2020, registered Oct 15, 2020 (204 days) · Affiliated broker-dealer or bank to another
S•••••••• A••••••• L•• to F••••••• P••••••• A•• W•••••••• A•••••••
left Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to S•••••••• A••••••• L••
left Mar 11, 2014, registered Mar 26, 2014 (15 days) · Wirehouse to affiliated broker-dealer or bank

Signals

J•••••• B•••••• R••• left C••• F•••••••• S•••••••• L••• for C••••••• S••••••••• I••• (registered 2022-04-11)
Mar 24, 2022 · Advisor changed firm · fact

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: Broker-dealer affiliated wealth managerderived
Years in industry: 35derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address