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Registered advisor
J••••• M•••••• L•••
Feed of 09/14/2026
Also filed as J••••• Luniewski
At current firm
9 y
since Aug 14, 2017
In the industry
28 y
since Oct 10, 1997 (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, S66, 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
- E•••••• F•••••••• E•••••• independent RIA currentsince Aug 14, 2017 · Northville, Mi
- S••••••• F•••••••• S•••••••• I••• formerJul 14, 2016 to Aug 2, 2017 · Novi, Mi
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseJun 20, 2014 to May 6, 2016 · Brighton, Mi
- B••• O•• S••••••••• C••••••••• unclassifiedSep 29, 2003 to Jan 8, 2004 · Novi, Mi
Moves
a registration end followed by a registration begin elsewhere
- S••••••• F•••••••• S•••••••• I••• to E•••••• F•••••••• E••••••left Aug 2, 2017, registered Aug 14, 2017 (12 days) · Other
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to S••••••• F•••••••• S•••••••• I•••left May 6, 2016, registered Jul 14, 2016 (69 days) · Other
- B••• O•• S••••••••• C••••••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Jan 8, 2004, registered Jun 20, 2014 (3816 days) · Other
Signals
No dated event on this person.
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
- Independent wealth managerderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address