L••• T•••• A•••••••

Feed of 09/14/2026

Also filed as L••• T•••• J• A••••••••

At current firm

0 y

since Jan 2, 2026

In the industry

33 y

since Aug 13, 1993 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated
Mar 24, 2009 to Nov 11, 2022 · Saint Petersburg, Fl
R•••••• J•••• F•••••••• S•••••••• I••• unclassified
Apr 29, 2005 to Oct 10, 2009 · Winter Park, Fl
U•• F•••••••• S••••••• I••• wirehouse
May 21, 1998 to Oct 15, 2003 · Orlando, Fl

Moves

a registration end followed by a registration begin elsewhere

R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to L•• F•••••••• L••
left Nov 11, 2022, registered Jan 2, 2026 (1148 days) · Affiliated broker-dealer or bank to another
R•••••• J•••• F•••••••• S•••••••• I••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••
left Oct 10, 2009, registered Mar 24, 2009 (-200 days) · corporate re-registration, not a move
U•• F•••••••• S••••••• I••• to R•••••• J•••• F•••••••• S•••••••• I•••
left Oct 15, 2003, registered Apr 29, 2005 (562 days) · Other

Signals

Transition signals

Mobility scoring is not published yet.

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