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Registered advisor

W•••••• T••••••

J••• M••••• S••••••••• L••wirehouseColumbus, Ohdual registrantIAPD 2200276

Feed of 09/15/2026

Also filed as Bill Talbott

At current firm

1 y

since Jan 31, 2025

In the industry

32 y

since Oct 12, 1993 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, 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

J••• M••••• S••••••••• L•• wirehouse current
since Jan 31, 2025 · Columbus, Oh
C••••• I••••••••• A••••••• L•• BD affiliated
Jun 29, 2023 to Nov 1, 2023 · Columbus, Oh
C••••• A•••••• N••••••• L•• former
Jun 6, 2022 to Jun 29, 2023 · El Segundo, Ca
W•••• F•••• A••••••• wirehouse
Dec 4, 2019 to Jul 29, 2021 · Dublin, Oh
R•••••• I••••••••• asset manager
Dec 22, 2010 to Apr 4, 2016 · Columbus, Oh
R•••••• I••••••••• asset manager
Oct 9, 2007 to Nov 1, 2007 · Columbus, Oh

Moves

a registration end followed by a registration begin elsewhere

C••••• I••••••••• A••••••• L•• to J••• M••••• S••••••••• L••
left Nov 1, 2023, registered Jan 31, 2025 (457 days) · Affiliated broker-dealer or bank to wirehouse
C••••• A•••••• N••••••• L•• to C••••• I••••••••• A••••••• L••
left Jun 29, 2023, registered Jun 29, 2023 (0 days) · corporate re-registration, not a move
W•••• F•••• A••••••• to C••••• A•••••• N••••••• L••
left Jul 29, 2021, registered Jun 6, 2022 (312 days) · Wirehouse to affiliated broker-dealer or bank
R•••••• I••••••••• to W•••• F•••• A•••••••
left Apr 4, 2016, registered Dec 4, 2019 (1339 days) · Other

Signals

W•••••• T•••••• left C••••• I••••••••• A••••••• L•• for J••• M••••• S••••••••• L•• (registered 2025-01-31)
Nov 1, 2023 · a•••••• firm change · 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: 32derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address