J••••• J••••• B••••••••

• L•• F•••••••• L•• BD affiliated current
  since May 1, 2025 · Manahawkin, Nj
• G•••• P•••• A•••••••• L•• former
  Apr 1, 2021 to May 1, 2025 · Rockville, Md
• H• B•••• I••• former
  Nov 18, 2003 to Apr 1, 2021 · Hamilton, Nj
• O•••• F•• I••• former
  Feb 13, 2003 to Nov 24, 2003 · Hamilton, Nj
• P•••••• A••••••• S••••••• I•• unclassified
  Jul 29, 2002 to Feb 14, 2003 · Hamilton, Nj

• G•••• P•••• A•••••••• L•• to L•• F•••••••• L••
  left May 1, 2025, registered May 1, 2025 (0 days) · corporate re-registration, not a move
• H• B•••• I••• to G•••• P•••• A•••••••• L••
  left Apr 1, 2021, registered Apr 1, 2021 (0 days) · corporate re-registration, not a move
• O•••• F•• I••• to H• B•••• I•••
  left Nov 24, 2003, registered Nov 18, 2003 (-6 days) · Other
• P•••••• A••••••• S••••••• I•• to O•••• F•• I•••
  left Feb 14, 2003, registered Feb 13, 2003 (-1 days) · Other

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.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Broker-dealer affiliated wealth managerderived

Years in industry

32derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address