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Registered advisor

J•••• P•••••• R•••

P••••••• F•••••••• S•••••••• I•••BD affiliatedOverland Park, Ks dual registrantIAPD 2341825

Certified Financial Planner

Feed of 09/14/2026

Also filed as Pat Ryan

At current firm

6 y

since Mar 20, 2020

In the industry

33 y

since Aug 20, 1993 (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

P••••••• F•••••••• S•••••••• I••• BD affiliated current
since Mar 20, 2020 · Dallas, Tx
W•••• F•••• A••••••• wirehouse
Dec 14, 2012 to Apr 3, 2020 · Overland Park, Ks
W•••• F•••• A••••••• wirehouse
Jan 1, 2008 to Dec 14, 2012 · Overland Park, Ks
A• G• E•••••• • S•••• I••• unclassified
Jun 6, 2003 to Jan 1, 2008 · Overland Park, Ks

Moves

a registration end followed by a registration begin elsewhere

W•••• F•••• A••••••• to P••••••• F•••••••• S•••••••• I•••
left Apr 3, 2020, registered Mar 20, 2020 (-14 days) · Wirehouse to independent RIA
W•••• F•••• A••••••• to W•••• F•••• A•••••••
left Dec 14, 2012, registered Dec 14, 2012 (0 days) · channel change inside one enterprise, not a move
A• G• E•••••• • S•••• I••• to W•••• F•••• A•••••••
left Jan 1, 2008, registered Jan 1, 2008 (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