J•• E••••• D•••••••••

Certified Financial Planner

Feed of 09/14/2026

At current firm

1 y

since Oct 2, 2024

In the industry

27 y

since Nov 6, 1998 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

A••••••••• F•••••••• S•••••••• L•• national BD
Jul 22, 2008 to Oct 2, 2024 · Aventura, Fl
A••••••••• A•••••• S•••••••• I••• unclassified
Oct 7, 2005 to Jul 28, 2008 · Palm Beach Gardens, Fl
R••• B••• • C•• unclassified
Dec 10, 2002 to Nov 2, 2005 · Palm Beach Gardens, Fl
M••••• S•••••• D• I••• unclassified
Aug 22, 2001 to Nov 21, 2002 · North Palmbeach, Fl

Moves

a registration end followed by a registration begin elsewhere

A••••••••• F•••••••• S•••••••• L•• to L•• F•••••••• L••
left Oct 2, 2024, registered Oct 2, 2024 (0 days) · Affiliated broker-dealer or bank to another
A••••••••• A•••••• S•••••••• I••• to A••••••••• F•••••••• S•••••••• L••
left Jul 28, 2008, registered Jul 22, 2008 (-6 days) · Other
R••• B••• • C•• to A••••••••• A•••••• S•••••••• I•••
left Nov 2, 2005, registered Oct 7, 2005 (-26 days) · Other
M••••• S•••••• D• I••• to R••• B••• • C••
left Nov 21, 2002, registered Dec 10, 2002 (19 days) · Other

Signals

Transition signals

Mobility scoring is not published yet.

Provenance

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