J••••• W•••••• P•••••••

Feed of 09/14/2026

Also filed as J•• P••••••••• P••••••••• W•••••• P••••••••• W• P•••••••

At current firm

3 y

since Sep 27, 2022

In the industry

27 y

since Jan 27, 1999 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

A••••••••• F•••••••• S•••••••• L•• national BD
Oct 5, 2009 to Sep 12, 2022 · Melbourne, Fl
A••••••••• A•••••• S•••••••• I••• unclassified
Jan 31, 2005 to Oct 5, 2009 · Merritt Island, Fl
M••••• S•••••• D• I••• unclassified
May 12, 2000 to Dec 1, 2004 · Melbourne, Fl

Moves

a registration end followed by a registration begin elsewhere

A••••••••• F•••••••• S•••••••• L•• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left Sep 12, 2022, registered Sep 27, 2022 (15 days) · Affiliated broker-dealer or bank to wirehouse · moved with a team
A••••••••• A•••••• S•••••••• I••• to A••••••••• F•••••••• S•••••••• L••
left Oct 5, 2009, registered Oct 5, 2009 (0 days) · corporate re-registration, not a move
M••••• S•••••• D• I••• to A••••••••• A•••••• S•••••••• I•••
left Dec 1, 2004, registered Jan 31, 2005 (61 days) · Other

Signals

Transition signals

Mobility scoring is not published yet.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Wirehousederived
Years in industry: 27derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address