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Registered advisor
C••••••••• D••••• J••••
Feed of 09/14/2026
Also filed as D••••• J••••
At current firm
0 y
since Jun 11, 2026
In the industry
34 y
since Jul 22, 1992 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, 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
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse currentsince Jun 11, 2026 · Tallahassee, Fl
- M••••• S•••••• wirehouseJan 10, 2020 to Jul 8, 2026 · Tallahassee, Fl
- W•••• F•••• A••••••• wirehouseOct 11, 2011 to Jan 15, 2020 · Macon, Ga
- M••••• S•••••• wirehouseJun 1, 2009 to Oct 11, 2011 · Tallahassee, Fl
- M••••• S•••••• • C•• L•• unclassifiedApr 2, 2007 to Jun 1, 2009 · Tallahassee, Fl
- M••••• S•••••• D• I••• unclassifiedMay 9, 2005 to Apr 2, 2007 · Tallahassee, Fl
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseAug 4, 2000 to May 10, 2005 · Tallahassee, Fl
Moves
a registration end followed by a registration begin elsewhere
- M••••• S•••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Jul 8, 2026, registered Jun 11, 2026 (-27 days) · Wirehouse to wirehouse · moved with a team
- W•••• F•••• A••••••• to M••••• S••••••left Jan 15, 2020, registered Jan 10, 2020 (-5 days) · Wirehouse to wirehouse
- M••••• S•••••• to W•••• F•••• A•••••••left Oct 11, 2011, registered Oct 11, 2011 (0 days) · Wirehouse to wirehouse
- M••••• S•••••• • C•• L•• to M••••• S••••••left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
- M••••• S•••••• D• I••• to M••••• S•••••• • C•• L••left Apr 2, 2007, registered Apr 2, 2007 (0 days) · corporate re-registration, not a move
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to M••••• S•••••• D• I•••left May 10, 2005, registered May 9, 2005 (-1 days) · Other
Signals
- C••••••••• D••••• J•••• left M••••• S•••••• for M•••••• L••••• P•••••• F••••• • S•••• I••••••••• (registered 2026-06-11)Jul 8, 2026 · 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
- Wirehousederived
- Years in industry
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address