T••• N••••• B•••••

Feed of 09/14/2026

Also filed as T••• N• B••••••••• B•••••

At current firm

3 y

since May 15, 2023

In the industry

29 y

since Jan 22, 1997 (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

R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated
May 27, 2009 to May 17, 2023 · Lakeland, Fl
R•••••• J•••• F•••••••• S•••••••• I••• unclassified
Apr 12, 2004 to Oct 10, 2009 · Lakeland, Fl
B••••• • P••••• F•••••••• S•••••••• I••• unclassified
Mar 12, 1998 to Dec 22, 2023 · Lakeland, Fl
L•• F•••••••• L•• BD affiliated
Jul 18, 1997 to Apr 7, 2004 · Lakeland, Fl

Moves

a registration end followed by a registration begin elsewhere

B••••• • P••••• F•••••••• S•••••••• I••• to A••••••••• F•••••••• S•••••••• L••
left Dec 22, 2023, registered May 15, 2023 (-221 days) · Other · moved with a team
R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to A••••••••• F•••••••• S•••••••• L••
left May 17, 2023, registered May 15, 2023 (-2 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 May 27, 2009 (-136 days) · corporate re-registration, not a move
L•• F•••••••• L•• to B••••• • P••••• F•••••••• S•••••••• I•••
left Apr 7, 2004, registered Mar 12, 1998 (-2218 days) · Other

Signals

Transition signals

Mobility scoring is not published yet.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: National broker-dealer RIAderived
Years in industry: 29derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address