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Registered advisor
J•••••• A••• T•••••••••
Feed of 09/14/2026
Also filed as J••• T••••••••• A• T•••••••••
At current firm
10 y
since May 9, 2016
In the industry
17 y
since May 1, 2009 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- K••••• A••••••• S•••••••• L•• BD affiliated currentsince May 9, 2016 · Ridgeland, Ms
- S••••••••• A•••••• A•••••••• I••• formerDec 13, 2010 to Nov 18, 2014 · Ridgeland, Ms
Moves
a registration end followed by a registration begin elsewhere
- S••••••••• A•••••• A•••••••• I••• to K••••• A••••••• S•••••••• L••left Nov 18, 2014, registered May 9, 2016 (538 days) · Other
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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address