P••••• B•••• S•••••••••

• R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated current
  since Apr 3, 2023 · Brighton, Mi
• R•••••• J•••• • A••••••••• I••• national BD
  Mar 28, 2013 to Apr 4, 2023 · Dearborn, Mi
• R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated
  Oct 25, 2010 to Mar 28, 2013 · Northville, Mi
• C•••••• S••••• • C••• I••• national BD
  Sep 22, 2010 to Oct 26, 2010 · Southfield, Mi

• R•••••• J•••• • A••••••••• I••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••
  left Apr 4, 2023, registered Apr 3, 2023 (-1 days) · Affiliated broker-dealer or bank to another
• R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to R•••••• J•••• • A••••••••• I•••
  left Mar 28, 2013, registered Mar 28, 2013 (0 days) · Other
• C•••••• S••••• • C••• I••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••
  left Oct 26, 2010, registered Oct 25, 2010 (-1 days) · Other

• ••• Locked
  Apr 4, 2023 · 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

27derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address