M•••••• J•••• P•••••

• A••••••• S••••••• N•••••• independent RIA current
  since Jul 10, 2017 · Atlanta, Ga
• C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated
  Oct 3, 2014 to Jul 14, 2017 · Ridgeland, Ms
• L•• F•••••••• L•• BD affiliated
  Mar 17, 2009 to Aug 20, 2013 · Jackson, Ms
• V•••• F•••••••• A•••••••• I••• BD affiliated
  Sep 26, 2008 to Jan 9, 2009 · Ridgeland, Ms

• C•••••••• I••••••••• R••••••• A•••••••• I••• to A••••••• S••••••• N••••••
  left Jul 14, 2017, registered Jul 10, 2017 (-4 days) · Other · moved with a team
• L•• F•••••••• L•• to C•••••••• I••••••••• R••••••• A•••••••• I•••
  left Aug 20, 2013, registered Oct 3, 2014 (409 days) · Other
• V•••• F•••••••• A•••••••• I••• to L•• F•••••••• L••
  left Jan 9, 2009, registered Mar 17, 2009 (67 days) · Other

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.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Independent wealth managerderived

Years in industry

24derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address