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Registered advisor
J•••••• M•••••
Feed of 09/23/2026
Also filed as J•••••• A•••• M••••••••• A• M•••••
At current firm
4 y
since Aug 11, 2022
In the industry
18 y
since Mar 13, 2008 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
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 Aug 11, 2022 · Chandler, Az
- M••••• S•••••• wirehouseApr 4, 2019 to Sep 25, 2019 · Gilbert, Az
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseOct 21, 2009 to Dec 14, 2018 · Jacksonville, Fl
- W•••• F•••• A••••••• wirehouseOct 2, 2008 to Mar 3, 2009 · Jacksonville, Fl
Moves
a registration end followed by a registration begin elsewhere
- M••••• S•••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Sep 25, 2019, registered Aug 11, 2022 (1051 days) · Wirehouse to wirehouse
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to M••••• S••••••left Dec 14, 2018, registered Apr 4, 2019 (111 days) · Wirehouse to wirehouse · moved with a team
- W•••• F•••• A••••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Mar 3, 2009, registered Oct 21, 2009 (232 days) · Wirehouse to wirehouse
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
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address