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Registered advisor

J••• T••••• M•••••••

P••• A••••• S••••••••• L••BD affiliatedAugusta, Gadual registrantIAPD 2476107
Certified Financial Planner
Feed of 09/21/2026
At current firm
20 y
since Jun 26, 2006
In the industry
33 y
since Oct 1, 1992 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
17
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
  • P•••••••• P••••••• A•••••••• I••• unclassified
    May 19, 2003 to Dec 7, 2007 · Augusta, Ga
Moves
a registration end followed by a registration begin elsewhere
Signals
  • ••• Locked
    Sep 20, 2026 · New state registration · fact
  • ••• Locked
    Sep 2, 2026 · New state registration · fact
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