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Registered advisor

J••• A•••••• L•••••••

A••••• A•• P••••••• S•••••••BD affiliatedPalm Beach Gardens, Fl dual registrantIAPD 2893311
Feed of 09/14/2026
Also filed as A• L•••••••
At current firm
12 y
since Feb 20, 2014
In the industry
26 y
since Jul 3, 2000 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
  • B••• O• A•••••• I••••••••• S•••••••• I••• unclassified
    Oct 20, 2004 to Feb 11, 2009 · Scarsdale, Ny
  • Q•••• • R•••••• I••• unclassified
    Oct 14, 2004 to Oct 20, 2004 · Forest Hills, Ny
  • Q•••• • R•••••• I••• unclassified
    Jul 12, 2004 to Sep 30, 2004 · White Plains, Ny
Moves
a registration end followed by a registration begin elsewhere
  • B••• O• A•••••• I••••••••• S•••••••• I••• to A••••• A•• P••••••• S•••••••
    left Feb 11, 2009, registered Feb 20, 2014 (1835 days) · Other
  • Q•••• • R•••••• I••• to B••• O• A•••••• I••••••••• S•••••••• I•••
    left Oct 20, 2004, registered Oct 20, 2004 (0 days) · corporate re-registration, not a move
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
Broker-dealer affiliated wealth managerderived
Years in industry
26derivedfrom the earliest dated exam, employment or registration
Not published
disclosure flags, outside business text, branch street address