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Registered advisor

J••• T•••• D•••••

A••••••• F••••••••• L•••BD affiliatedElkhorn, Ne dual registrantIAPD 2810097

Feed of 09/15/2026

Also filed as J Tufts Dippel

At current firm

2 y

since Jun 17, 2024

In the industry

29 y

since Dec 3, 1996 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

A••••••• F••••••••• L••• BD affiliated current
since Jun 17, 2024 · Elkhorn, Ne
C•••••• S••••• • C••• I••• national BD
Jul 29, 2021 to May 25, 2024 · Omaha, Ne
T• A••••••••• I••••••••• M••••••••• L•• former
Feb 24, 2010 to Feb 16, 2012 · Northbrook, Il
T• A••••••••• I••• former
Feb 24, 2010 to Oct 14, 2022 · Omaha, Ne
C•••••• S••••• • C••• I••• national BD
Jan 2, 2004 to Feb 10, 2010 · Northbrook, Il

Moves

a registration end followed by a registration begin elsewhere

C•••••• S••••• • C••• I••• to A••••••• F••••••••• L•••
left May 25, 2024, registered Jun 17, 2024 (23 days) · Affiliated broker-dealer or bank to another
T• A••••••••• I••• to C•••••• S••••• • C••• I•••
left Oct 14, 2022, registered Jul 29, 2021 (-442 days) · channel change inside one enterprise, not a move
T• A••••••••• I••••••••• M••••••••• L•• to T• A••••••••• I•••
left Feb 16, 2012, registered Feb 24, 2010 (-722 days) · channel change inside one enterprise, not a move
C•••••• S••••• • C••• I••• to T• A••••••••• I••••••••• M••••••••• L••
left Feb 10, 2010, registered Feb 24, 2010 (14 days) · Other

Signals

J••• T•••• D••••• left C•••••• S••••• • C••• I••• for A••••••• F••••••••• L••• (registered 2024-06-17)
May 25, 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: 29derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address