J•••• C•••••• S••••

• I••••••••• A•••••• A•••••••• L•• i••••••••• wealth current
  since May 20, 2019 · Canton, Oh
• I••••••••• F•••••••• P••••••• BD affiliated
  May 18, 2011 to Jun 3, 2019 · Canton, Oh
• N•• A•••••• S•••••••• L•• former
  Jul 24, 2007 to May 20, 2011 · Canton, Oh
• A••••••••• A•••••• S•••••••• I••• unclassified
  Jun 30, 2003 to Aug 3, 2007 · Fairlawn, Oh

• I••••••••• F•••••••• P••••••• to I••••••••• A•••••• A•••••••• L••
  left Jun 3, 2019, registered May 20, 2019 (-14 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
• N•• A•••••• S•••••••• L•• to I••••••••• F•••••••• P•••••••
  left May 20, 2011, registered May 18, 2011 (-2 days) · Other
• A••••••••• A•••••• S•••••••• I••• to N•• A•••••• S•••••••• L••
  left Aug 3, 2007, registered Jul 24, 2007 (-10 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

I••••••••• WEALTHderived

Years in industry

29derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address