J••••••• R•• Z••••••

T•• A•••••••• G••••BD affiliatedTempe, Azdual registrantIAPD 3205933

Certified Financial Planner

Feed of 09/14/2026

Also filed as J••••••• R• Z••••••••• R•• Z••••••

At current firm

5 y

since May 26, 2021

In the industry

27 y

since Jul 14, 1999 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

T•• A•••••••• G•••• BD affiliated current
since May 26, 2021 · Tempe, Az
S•••••••• F••••••••• I••• former
Jul 24, 2006 to Jan 5, 2023 · Scottsdale, Az
A••••••••• A•••••• S•••••••• I••• unclassified
Dec 18, 2003 to Jul 27, 2006 · Mesa, Az

Moves

a registration end followed by a registration begin elsewhere

S•••••••• F••••••••• I••• to T•• A•••••••• G••••
left Jan 5, 2023, registered May 26, 2021 (-589 days) · Affiliated broker-dealer or bank to independent RIA
A••••••••• A•••••• S•••••••• I••• to S•••••••• F••••••••• I•••
left Jul 27, 2006, registered Jul 24, 2006 (-3 days) · Other

Signals

••• Locked
Jan 5, 2023 · a•••••• firm change · 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: 27derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address