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Registered advisor
J•••• K•••••••• E••••
Feed of 09/14/2026
Also filed as J•••• K•••••••• Sidener
At current firm
11 y
since Mar 18, 2015
In the industry
29 y
since May 16, 1997 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- L•• F•••••••• L•• BD affiliated currentsince Mar 18, 2015 · El Dorado Hills, Ca
- U••• B•••••• A•••••••• L•• BD affiliatedMar 24, 2010 to Mar 23, 2015 · Galt, Ca
- U••• B•••••• I••••••••• I••• formerJun 20, 2007 to Mar 16, 2010 · Placerville, Ca
Moves
a registration end followed by a registration begin elsewhere
- U••• B•••••• A•••••••• L•• to L•• F•••••••• L••left Mar 23, 2015, registered Mar 18, 2015 (-5 days) · Other
- U••• B•••••• I••••••••• I••• to U••• B•••••• A•••••••• L••left Mar 16, 2010, registered Mar 24, 2010 (8 days) · Other
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
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address