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Registered advisor
J••••• A• G•••
Feed of 09/14/2026
Also filed as J••••• Aaron G•••
At current firm
0 y
since Nov 21, 2025
In the industry
23 y
since Jan 18, 2003 (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
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- L•• F•••••••• L•• BD affiliated currentsince Nov 21, 2025 · New Castle, Pa
- C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliatedApr 25, 2017 to Dec 1, 2025 · New Castle, Pa
- M•• I•••••••• S•••••••• L•• BD affiliatedMar 25, 2017 to Apr 26, 2017 · New Castle, Pa
- M•• F•••••••• S•••••••• I••• formerFeb 4, 2008 to Mar 25, 2017 · Pittsburgh, Pa
Moves
a registration end followed by a registration begin elsewhere
- C•••••••• I••••••••• R••••••• A•••••••• I••• to L•• F•••••••• L••left Dec 1, 2025, registered Nov 21, 2025 (-10 days) · Affiliated broker-dealer or bank to another · moved with a team
- M•• I•••••••• S•••••••• L•• to C•••••••• I••••••••• R••••••• A•••••••• I•••left Apr 26, 2017, registered Apr 25, 2017 (-1 days) · Other
- M•• F•••••••• S•••••••• I••• to M•• I•••••••• S•••••••• L••left Mar 25, 2017, registered Mar 25, 2017 (0 days) · corporate re-registration, not a move
Signals
- J••••• A• G••• left C•••••••• I••••••••• R••••••• A•••••••• I••• for L•• F•••••••• L•• (registered 2025-11-21)Dec 1, 2025 · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address