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Registered advisor
D••• M• P•••••
Feed of 09/14/2026
Also filed as Dawn Jordon
At current firm
0 y
since Jan 20, 2026
In the industry
27 y
since Dec 4, 1998 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- E••••• J•••• national BD currentsince Jan 20, 2026 · Virginia Beach, Va
- J••• M••••• S••••••••• L•• wirehouseJan 18, 2023 to Dec 17, 2025 · Norfolk, Va
- O•••• F•• I••• formerAug 23, 2012 to Jan 9, 2023 · Virginia Beach, Va
- L•• F•••••••• L•• BD affiliatedAug 2, 2011 to Aug 31, 2012 · Norfolk, Va
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseOct 27, 2006 to Aug 5, 2011 · Norfolk, Va
- C•••••••• G••••• M•••••• I••• BD affiliatedFeb 17, 1999 to Nov 1, 2006 · Norfolk, Va
Moves
a registration end followed by a registration begin elsewhere
- J••• M••••• S••••••••• L•• to E••••• J••••left Dec 17, 2025, registered Jan 20, 2026 (34 days) · Wirehouse to affiliated broker-dealer or bank
- O•••• F•• I••• to J••• M••••• S••••••••• L••left Jan 9, 2023, registered Jan 18, 2023 (9 days) · Affiliated broker-dealer or bank to wirehouse
- L•• F•••••••• L•• to O•••• F•• I•••left Aug 31, 2012, registered Aug 23, 2012 (-8 days) · Other
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to L•• F•••••••• L••left Aug 5, 2011, registered Aug 2, 2011 (-3 days) · Other
- C•••••••• G••••• M•••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Nov 1, 2006, registered Oct 27, 2006 (-5 days) · Other
Signals
- D••• M• P••••• left J••• M••••• S••••••••• L•• for E••••• J•••• (registered 2026-01-20)Dec 17, 2025 · Advisor changed firm · fact
- D••• M• P••••• left O•••• F•• I••• for J••• M••••• S••••••••• L•• (registered 2023-01-18)Jan 9, 2023 · Advisor changed firm · 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
- National broker-dealer RIAderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address