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D••••• J•••• J•••••••
Registered advisorat C•••••••• I••••••••• R••••••• A•••••••• I•••Dual registrant· Grand Haven, MiIAPD 2503151
Certified Financial Planner · Chartered Financial Consultant
As of · the IAPD feed
- At current firm
- 3 y
- In the industry
- 32 y
- Prior registered firms
- 2
- Signals
- 0
since May 8, 2023
As of · the IAPD feed
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Registration history
IAPD current and previous registrations
- C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated currentsince May 8, 2023 · Grand Haven, Mi
- H••••••• A••••••• G••••• I••• unclassifiedFeb 28, 2003 to Aug 29, 2003 · Grand Haven, Mi
- H••••••• A••••••• G••••• I••• unclassifiedJun 26, 2002 to Jul 8, 2002 · Grand Rapids, Mi
Moves
a registration end followed by a registration begin elsewhere
- H••••••• A••••••• G••••• I••• to C•••••••• I••••••••• R••••••• A•••••••• I•••left Aug 29, 2003, registered May 8, 2023 (7192 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