J••• R•••••• P••••••

• R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated current
  since Feb 5, 2026 · Bettendorf, Ia
• A••••••••• F•••••••• S•••••••• L•• national BD
  Sep 14, 2018 to Feb 10, 2026 · Davenport, Ia
• W•••• F•••• A••••••• wirehouse
  Jan 3, 2011 to Sep 18, 2018 · Moline, Il
• W•••• F•••• I••••••••• L•• unclassified
  Sep 11, 2006 to Jan 3, 2011 · Geneseo, Il
• N•••••• I••••••••• I••• unclassified
  Jan 2, 2002 to Sep 12, 2006 · Peoria, Il

• A••••••••• F•••••••• S•••••••• L•• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••
  left Feb 10, 2026, registered Feb 5, 2026 (-5 days) · Affiliated broker-dealer or bank to another · moved with a team
• W•••• F•••• A••••••• to A••••••••• F•••••••• S•••••••• L••
  left Sep 18, 2018, registered Sep 14, 2018 (-4 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
• W•••• F•••• I••••••••• L•• to W•••• F•••• A•••••••
  left Jan 3, 2011, registered Jan 3, 2011 (0 days) · corporate re-registration, not a move
• N•••••• I••••••••• I••• to W•••• F•••• I••••••••• L••
  left Sep 12, 2006, registered Sep 11, 2006 (-1 days) · Other

• ••• Locked
  Feb 10, 2026 · Advisor changed firm · fact

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

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