J•••• B•••• P•••••

Feed of 09/14/2026

Also filed as J•••• B• P••••••••• P••••••••• P•••••

At current firm

3 y

since May 15, 2023

In the industry

29 y

since Jul 1, 1997 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

B••••• • P••••• F•••••••• S•••••••• I••• unclassified
Jan 4, 2010 to Dec 22, 2023 · Lakeland, Fl
R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated
Aug 27, 2009 to May 23, 2023 · Lakeland, Fl
R•••••• J•••• F•••••••• S•••••••• I••• unclassified
Apr 12, 2004 to Oct 13, 2009 · Lakeland, Fl
L•• F•••••••• L•• BD affiliated
Oct 9, 1997 to Apr 7, 2004 · Lakeland, Fl

Moves

a registration end followed by a registration begin elsewhere

B••••• • P••••• F•••••••• S•••••••• I••• to A••••••••• F•••••••• S•••••••• L••
left Dec 22, 2023, registered May 15, 2023 (-221 days) · Other · moved with a team
R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to B••••• • P••••• F•••••••• S•••••••• I•••
left May 23, 2023, registered Jan 4, 2010 (-4887 days) · Other
R•••••• J•••• F•••••••• S•••••••• I••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••
left Oct 13, 2009, registered Aug 27, 2009 (-47 days) · corporate re-registration, not a move
L•• F•••••••• L•• to R•••••• J•••• F•••••••• S•••••••• I•••
left Apr 7, 2004, registered Apr 12, 2004 (5 days) · Other

Signals

Transition signals

Mobility scoring is not published yet.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: National broker-dealer RIAderived
Years in industry: 29derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address