M••••• F•••••

• P•• W••••• M••••••••• BD affiliated current
  since Aug 6, 2026 · El Paso, Tx
• P•• W••••• M••••••••• BD affiliated
  Mar 16, 2023 to Apr 13, 2026 · Austin, Tx
• E••••• J•••• national BD
  Oct 18, 2019 to Feb 3, 2022 · El Paso, Tx
• T• A••••••••• I••• former
  Feb 27, 2018 to Sep 11, 2019 · Elpaso, Tx
• T• A••••••••• I••••••••• M••••••••• L•• former
  Feb 26, 2018 to Sep 11, 2019 · Omaha, Ne
• S•••••••• I••••••••• M••••••••• former
  Jan 28, 2017 to Feb 26, 2018 · Saint Louis, Mo

• E••••• J•••• to P•• W••••• M•••••••••
  left Feb 3, 2022, registered Mar 16, 2023 (406 days) · Affiliated broker-dealer or bank to another
• T• A••••••••• I••••••••• M••••••••• L•• to T• A••••••••• I•••
  left Sep 11, 2019, registered Feb 27, 2018 (-561 days) · corporate re-registration, not a move
• T• A••••••••• I••• to E••••• J••••
  left Sep 11, 2019, registered Oct 18, 2019 (37 days) · Other
• S•••••••• I••••••••• M••••••••• to T• A••••••••• I••••••••• M••••••••• L••
  left Feb 26, 2018, registered Feb 26, 2018 (0 days) · corporate re-registration, not a move

• ••• Locked
  Feb 3, 2022 · Advisor changed firm · fact

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.

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