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J•••• C•••••••• G••••
- Title
- Managing Partnerreportedsuperiorplanning.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- S••••••• P••••••• W••••• M••••••••• • F••••• O••••• independent RIA currentsince Sep 20, 2024 · San Diego, Ca
- P••••••••• S••••••••• C••••••••• independent RIA currentsince Sep 26, 2008 · Carpinteria, Ca
- L••••• A•••••••• L•• formerMay 10, 2005 to Jan 31, 2007 · San Diego, Ca
- L•••••• I••••••••• independent RIAJan 15, 2002 to May 10, 2005 · Las Vegas, Nv
- L••••• A•••••••• L•• to P••••••••• S••••••••• C•••••••••left Jan 31, 2007, registered Sep 26, 2008 (604 days) · Other
- L•••••• I••••••••• to L••••• A•••••••• L••left May 10, 2005, registered May 10, 2005 (0 days) · Other
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
- Independent wealth managerderived
- Years in industry
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address