M•••••• J••••• D••••••••

Certified Financial Planner

Feed of 09/14/2026

At current firm

4 y

since Apr 28, 2022

In the industry

33 y

since Mar 18, 1993 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

M••••• S•••••• wirehouse
Nov 27, 2013 to Apr 29, 2022 · Bloomfield Hills, Mi
J••• M••••• S••••••••• L•• wirehouse
Oct 1, 2012 to Dec 5, 2013 · Brighton, Mi
C•••• I••••••••• S••••••• C•••• former
Jul 6, 2005 to Oct 1, 2012 · Chicago, Il
B••• O•• S••••••••• C••••••••• unclassified
Jul 24, 2000 to Jul 6, 2005 · Brighton, Mi

Moves

a registration end followed by a registration begin elsewhere

M••••• S•••••• to W•••• F•••• A•••••••
left Apr 29, 2022, registered Apr 28, 2022 (-1 days) · Wirehouse to wirehouse · moved with a team
J••• M••••• S••••••••• L•• to M••••• S••••••
left Dec 5, 2013, registered Nov 27, 2013 (-8 days) · Wirehouse to wirehouse
C•••• I••••••••• S••••••• C•••• to J••• M••••• S••••••••• L••
left Oct 1, 2012, registered Oct 1, 2012 (0 days) · corporate re-registration, not a move
B••• O•• S••••••••• C••••••••• to C•••• I••••••••• S••••••• C••••
left Jul 6, 2005, registered Jul 6, 2005 (0 days) · corporate re-registration, not a move

Signals

Transition signals

Mobility scoring is not published yet.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Wirehousederived
Years in industry: 33derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address