E••• G••••••• H••••

• R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated current
  since Jun 30, 2025 · Fort Myers, Fl
• C••••••••• F•••••••• N•••••• national BD
  Oct 16, 2006 to Jul 1, 2025 · Fort Myers, Fl
• U•• F•••••••• S••••••• I••• wirehouse
  Apr 29, 2002 to Oct 31, 2006 · Fort Myers, Fl

• C••••••••• F•••••••• N•••••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••
  left Jul 1, 2025, registered Jun 30, 2025 (-1 days) · Affiliated broker-dealer or bank to another · moved with a team
• U•• F•••••••• S••••••• I••• to C••••••••• F•••••••• N••••••
  left Oct 31, 2006, registered Oct 16, 2006 (-15 days) · Wirehouse to affiliated broker-dealer or bank

• ••• Locked
  Jul 1, 2025 · Advisor changed firm · fact

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.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Broker-dealer affiliated wealth managerderived

Years in industry

31derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address