T•••• R•• M•••••

Certified Financial Planner

Feed of 09/14/2026

Also filed as T•••• R•• M••••••••• R• M•••••

At current firm

7 y

since Oct 3, 2018

In the industry

27 y

since Jul 7, 1999 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

R•••••• J•••• • A••••••••• I••• national BD
Aug 31, 2012 to Oct 1, 2018 · Memphis, Tn
M••••• S•••••• wirehouse
Jun 1, 2009 to Sep 11, 2012 · Memphis, Tn
M••••• S•••••• • C•• L•• unclassified
Apr 2, 2007 to Jun 1, 2009 · Memphis, Tn
M••••• S•••••• D• I••• unclassified
Dec 10, 2002 to Apr 2, 2007 · Memphis, Tn

Moves

a registration end followed by a registration begin elsewhere

R•••••• J•••• • A••••••••• I••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••
left Oct 1, 2018, registered Oct 3, 2018 (2 days) · Affiliated broker-dealer or bank to another
M••••• S•••••• to R•••••• J•••• • A••••••••• I•••
left Sep 11, 2012, registered Aug 31, 2012 (-11 days) · Wirehouse to affiliated broker-dealer or bank
M••••• S•••••• • C•• L•• to M••••• S••••••
left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
M••••• S•••••• D• I••• to M••••• S•••••• • C•• L••
left Apr 2, 2007, registered Apr 2, 2007 (0 days) · corporate re-registration, not a move

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: 27derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address