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Registered advisor
J••••• A•• B••••
R•••••• J•••• F•••••••• S••••••• A•••••••• I••BD affiliatedWilloughby Hills, Ohdual registrantIAPD 4059489
Feed of 09/14/2026
Also filed as J••••• A•• M•••••••••
At current firm
17 y
since Apr 24, 2009
In the industry
41 y
since Jan 1, 1985 (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
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated currentsince Apr 24, 2009 · Willoughby Hills, Oh
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseAug 4, 2000 to Apr 13, 2009 · Pepper Pike, Oh
Moves
a registration end followed by a registration begin elsewhere
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Apr 13, 2009, registered Apr 24, 2009 (11 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
- 41derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address