RIA Intelligence
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J•••• E••••• A•••••••
- Professional profile
- LINKEDIN.COM/IN/J••••-A•••••••reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- W•••••• I••••••••• C••••••• L•• state registered currentsince Jul 23, 2004 · Bethlehem, Pa
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseMar 5, 2003 to Feb 23, 2004 · Pennington, Nj
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseMay 1, 2002 to Nov 15, 2002 · Somerset, Nj
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to W•••••• I••••••••• C••••••• L••left Feb 23, 2004, registered Jul 23, 2004 (151 days) · Wirehouse to a state-registered adviser
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
- STATE REGISTEREDderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address