J•••• M•••••• M•••••••

P•••••• A•••••• G••••• L••BD affiliatedMorristown, Nj dual registrantIAPD 2954141

Feed of 09/14/2026

Also filed as J•••• M•••••• M•••••••

At current firm

4 y

since Jun 29, 2022

In the industry

23 y

since Dec 18, 2002 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Director of OperationsreportedWWW.PRIVATEADVISORGROUP.COMfirm site, Sep 15, 2026
Professional profile: ••• LockedreportedWWW.PRIVATEADVISORGROUP.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.

Registration history

IAPD current and previous registrations

P•••••• A•••••• G••••• L•• BD affiliated current
since Jun 29, 2022 · Morristown, Nj
P•••••• A•••••• G••••• L•• BD affiliated
Oct 15, 2019 to Feb 16, 2021 · Saint Johns, Fl
R•••••• J•••• • A••••••••• I••• national BD
Jan 29, 2019 to Oct 7, 2019 · Monroe, Nc
L•• F•••••••• L•• BD affiliated
Jun 24, 2009 to Jan 16, 2019 · Fort Mill, Sc
U•••• F•••••••• S••••••• G••••• I••• unclassified
Oct 3, 2005 to Dec 31, 2011 · Charlotte, Nc
E•••••• C•••••• M••••••••• L•• former
Dec 19, 2002 to Sep 27, 2005 · Jersey City, Nj

Moves

a registration end followed by a registration begin elsewhere

R•••••• J•••• • A••••••••• I••• to P•••••• A•••••• G••••• L••
left Oct 7, 2019, registered Oct 15, 2019 (8 days) · Affiliated broker-dealer or bank to independent RIA
L•• F•••••••• L•• to R•••••• J•••• • A••••••••• I•••
left Jan 16, 2019, registered Jan 29, 2019 (13 days) · RIA to affiliated broker-dealer or bank
U•••• F•••••••• S••••••• G••••• I••• to L•• F•••••••• L••
left Dec 31, 2011, registered Jun 24, 2009 (-920 days) · Other
E•••••• C•••••• M••••••••• L•• to U•••• F•••••••• S••••••• G••••• I•••
left Sep 27, 2005, registered Oct 3, 2005 (6 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: Broker-dealer affiliated wealth managerderived
Years in industry: 23derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address