J••••• I•• C•••

E••••••• I••••••••• M••••••••• L••state registeredChicago, Ildual registrantIAPD 3075465

Feed of 09/14/2026

Also filed as J••• C•••

At current firm

17 y

since Dec 15, 2008

In the industry

28 y

since Sep 14, 1998 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

E••••••• I••••••••• M••••••••• L•• state registered current
since Dec 15, 2008 · Chicago, Il
E••••••• I••••••••• M••••••••• L•• state registered
Jan 27, 2022 to Dec 31, 2022 · Chicago, Il
E••••••• I••••••••• M••••••••• L•• state registered
Dec 15, 2008 to Dec 31, 2015 · Chicago, Il
E••••••• I••••••••• M••••••••• L•• state registered
Dec 15, 2008 to Dec 31, 2016 · Chicago, Il
E••••••• I••••••••• M••••••••• L•• state registered
Dec 15, 2008 to Dec 31, 2024 · Chicago, Il
E••••••• I••••••••• M••••••••• L•• state registered
Dec 15, 2008 to Dec 31, 2018 · Chicago, Il
E••••••• I••••••••• M••••••••• L•• state registered
Dec 15, 2008 to Dec 31, 2019 · Chicago, Il
E••••••• I••••••••• M••••••••• L•• state registered
Dec 15, 2008 to Dec 31, 2021 · Chicago, Il
E••••••• I••••••••• M••••••••• L•• state registered
Dec 15, 2008 to Dec 31, 2017 · Chicago, Il
E••••••• I••••••••• M••••••••• L•• state registered
Dec 15, 2008 to Dec 31, 2011 · Chicago, Il
E••••••• C•••••• M••••••••• L•• unclassified
Jan 31, 2006 to Dec 23, 2008 · Chicago, Il
L•••••• F•••••••• S•••••••• I••• unclassified
Sep 17, 2003 to Nov 1, 2005 · Chicago, Il

Moves

a registration end followed by a registration begin elsewhere

E••••••• I••••••••• M••••••••• L•• to no registered destination
left Dec 31, 2022 · Departure, no registered destination
E••••••• C•••••• M••••••••• L•• to E••••••• I••••••••• M••••••••• L••
left Dec 23, 2008, registered Dec 15, 2008 (-8 days) · Other
L•••••• F•••••••• S•••••••• I••• to E••••••• C•••••• M••••••••• L••
left Nov 1, 2005, registered Jan 31, 2006 (91 days) · Other

Signals

••• Locked
Dec 31, 2022 · Advisor departure · 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: STATE REGISTEREDderived
Years in industry: 28derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address