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Registered advisor
J•• T•• K•••
Feed of 09/14/2026
Also filed as J•• T•• K•••
At current firm
2 y
since Jun 4, 2024
In the industry
46 y
since Apr 18, 1980 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- L•• F•••••••• L•• BD affiliated currentsince Jun 4, 2024 · Panama City, Fl
- A••••••••• F•••••••• S•••••••• L•• national BDJan 7, 2019 to Jun 7, 2024 · Panama City, Fl
- R•••••• J•••• • A••••••••• I••• national BDApr 27, 2006 to Dec 27, 2018 · Tallahassee, Fl
- C•••••••• G••••• M•••••• I••• BD affiliatedJul 31, 1993 to Apr 27, 2006 · Panama City, Fl
Moves
a registration end followed by a registration begin elsewhere
- A••••••••• F•••••••• S•••••••• L•• to L•• F•••••••• L••left Jun 7, 2024, registered Jun 4, 2024 (-3 days) · Affiliated broker-dealer or bank to another · moved with a team
- R•••••• J•••• • A••••••••• I••• to A••••••••• F•••••••• S•••••••• L••left Dec 27, 2018, registered Jan 7, 2019 (11 days) · Affiliated broker-dealer or bank to another
- C•••••••• G••••• M•••••• I••• to R•••••• J•••• • A••••••••• I•••left Apr 27, 2006, registered Apr 27, 2006 (0 days) · Other
Signals
- J•• T•• K••• left A••••••••• F•••••••• S•••••••• L•• for L•• F•••••••• L•• (registered 2024-06-04)Jun 7, 2024 · 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
- 46derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address