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Registered advisor
J•••• D•••• B••••••••
R•••••• J•••• F•••••••• S••••••• A•••••••• I••BD affiliatedFort Myers, Fldual registrantIAPD 2967404
Feed of 09/14/2026
Also filed as J•••• B••••••••
At current firm
1 y
since Jun 24, 2025
In the industry
28 y
since Mar 30, 1998 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated currentsince Jun 24, 2025 · Fort Myers, Fl
- R•••••• J•••• • A••••••••• I••• national BDMay 23, 2016 to Jun 24, 2025 · Fort Myers, Fl
- U•• F•••••••• S••••••• I••• wirehouseFeb 9, 2007 to Jun 10, 2016 · Weehawken, Nj
- K•••••• C•••••• M•••••• I••• unclassifiedMar 24, 2000 to Feb 9, 2007 · Ft Myers, Fl
Moves
a registration end followed by a registration begin elsewhere
- R•••••• J•••• • A••••••••• I••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Jun 24, 2025, registered Jun 24, 2025 (0 days) · Affiliated broker-dealer or bank to another · moved with a team
- U•• F•••••••• S••••••• I••• to R•••••• J•••• • A••••••••• I•••left Jun 10, 2016, registered May 23, 2016 (-18 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
- K•••••• C•••••• M•••••• I••• to U•• F•••••••• S••••••• I•••left Feb 9, 2007, registered Feb 9, 2007 (0 days) · corporate re-registration, not a move
Signals
- J•••• D•••• B•••••••• left R•••••• J•••• • A••••••••• I••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I•• (registered 2025-06-24)Jun 24, 2025 · Advisor changed firm · fact
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
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address