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Registered advisor
F••• D•••• W•••••
R•••••• J•••• F•••••••• S••••••• A•••••••• I••BD affiliatedAlexander City, Aldual registrantIAPD 2341780
Certified Financial Planner
Feed of 09/14/2026
At current firm
9 y
since Oct 24, 2016
In the industry
33 y
since Jul 30, 1993 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
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
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated currentsince Oct 24, 2016 · Alexander City, Al
- S••••• A••••••• I••• BD affiliatedJun 30, 2016 to Nov 2, 2016 · Birmingham, Al
- S••••• A••• A•••• M••••••••• I••• formerMay 24, 2006 to Jun 30, 2016 · Birmingham, Al
Moves
a registration end followed by a registration begin elsewhere
- S••••• A••••••• I••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Nov 2, 2016, registered Oct 24, 2016 (-9 days) · Other · moved with a team
- S••••• A••• A•••• M••••••••• I••• to S••••• A••••••• I•••left Jun 30, 2016, registered Jun 30, 2016 (0 days) · corporate re-registration, not a move
Signals
No dated event on this person.
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
- 33derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address