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Registered advisor

J••••• A••••• T•••

R•••••• J•••• F•••••••• S••••••• A•••••••• I••BD affiliatedCoral Gables, Fldual registrantIAPD 2485364

Feed of 09/14/2026

Also filed as J••••• A••••• T•••

At current firm

1 y

since Aug 13, 2025

In the industry

32 y

since Aug 24, 1994 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

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 current
since Aug 13, 2025 · Coral Gables, Fl
R•••••• J•••• • A••••••••• I••• national BD
Nov 19, 2021 to Jul 7, 2025 · Coral Gables, Fl
U•• F•••••••• S••••••• I••• wirehouse
Jan 1, 2010 to Dec 6, 2021 · Coral Gables, Fl
U•• I••••••••• I••• unclassified
Jul 20, 2006 to Jan 1, 2010 · Coral Gables, Fl
W•••• F•••• A••••••• wirehouse
Oct 1, 2000 to Jun 28, 2006 · Miami, Fl

Moves

a registration end followed by a registration begin elsewhere

R•••••• J•••• • A••••••••• I••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••
left Jul 7, 2025, registered Aug 13, 2025 (37 days) · Affiliated broker-dealer or bank to another · moved with a team
U•• F•••••••• S••••••• I••• to R•••••• J•••• • A••••••••• I•••
left Dec 6, 2021, registered Nov 19, 2021 (-17 days) · Wirehouse to affiliated broker-dealer or bank
U•• I••••••••• I••• to U•• F•••••••• S••••••• I•••
left Jan 1, 2010, registered Jan 1, 2010 (0 days) · corporate re-registration, not a move
W•••• F•••• A••••••• to U•• I••••••••• I•••
left Jun 28, 2006, registered Jul 20, 2006 (22 days) · Other

Signals

J••••• A••••• T••• left R•••••• J•••• • A••••••••• I••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I•• (registered 2025-08-13)
Jul 7, 2025 · Advisor changed firm · fact

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: 32derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address