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Registered advisor
W•••••• J• P••••••
Feed of 09/14/2026
Also filed as J••• P••••••••• J•••••• P••••••••• P••••••••• P••••••
At current firm
10 y
since Apr 11, 2016
In the industry
29 y
since May 22, 1997 (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
S65, 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
- V•••••• C•••• C•••••• M••••••••• state registered currentsince Apr 11, 2016 · Roswell, Ga
- V•••••• C•••• C•••••• M••••••••• state registeredMay 15, 2009 to Dec 31, 2015 · Roswell, Ga
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseApr 14, 2004 to May 19, 2009 · Alpharetta, Ga
Moves
a registration end followed by a registration begin elsewhere
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to V•••••• C•••• C•••••• M•••••••••left May 19, 2009, registered May 15, 2009 (-4 days) · Wirehouse to a state-registered adviser
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
- STATE REGISTEREDderived
- Years in industry
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address