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Registered advisor
W•••••• J••••• M•••
R•••••• J•••• F•••••••• S••••••• A•••••••• I••BD affiliatedBonita Springs, Fldual registrantIAPD 2493438
Feed of 09/14/2026
Also filed as W•••••• M•••••••• J••••• M•••••••• M•••••••• J• M•••••••• J••••• M•••
At current firm
17 y
since Apr 21, 2009
In the industry
32 y
since Jul 22, 1994 (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
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated currentsince Apr 21, 2009 · Bonita Springs, Fl
- R•••••• J•••• • A••••••••• I••• national BDOct 3, 2005 to Dec 7, 2006 · Bonita Springs, Fl
- M••••• S•••••• D• I••• unclassifiedJul 24, 1994 to Sep 13, 2005 · Bonitasprngs, Fl
Moves
a registration end followed by a registration begin elsewhere
- R•••••• J•••• • A••••••••• I••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Dec 7, 2006, registered Apr 21, 2009 (866 days) · Other
- M••••• S•••••• D• I••• to R•••••• J•••• • A••••••••• I•••left Sep 13, 2005, registered Oct 3, 2005 (20 days) · Other
Signals
No dated event on this person.
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
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address