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Registered advisor
F••••••• J•• S••••••
Feed of 09/14/2026
Also filed as F••• S••••••••• J•• S••••••
At current firm
11 y
since Mar 6, 2015
In the industry
28 y
since Feb 11, 1998 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, 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
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse currentsince Mar 6, 2015 · Palm Beach, Fl
- U•• F•••••••• S••••••• I••• wirehouseSep 22, 2000 to Mar 16, 2015 · West Palm Beach, Fl
Moves
a registration end followed by a registration begin elsewhere
- U•• F•••••••• S••••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Mar 16, 2015, registered Mar 6, 2015 (-10 days) · Wirehouse to wirehouse · moved with a team
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wirehousederived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address