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Registered advisor

T••••• J••• T•••••••

E•••••• A••••••• G••••• L••BD affiliatedPalmyra, Pa dual registrantIAPD 4131977

Feed of 09/14/2026

Also filed as T••••• J••• T••••••••• M••••••••• J• T•••••••

At current firm

2 y

since Dec 13, 2023

In the industry

26 y

since May 1, 2000 (earliest exam, job or registration)

Prior registered firms

4

IAPD previous registrations

State registrations

1

current, as an IAR

Firms today

1

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

1

dated events on this person

Registration history

IAPD current and previous registrations

E•••••• A••••••• G••••• L•• BD affiliated current
since Dec 13, 2023 · Palmyra, Pa

R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated
Sep 20, 2019 to Sep 29, 2022 · Harrisburg, Pa
W•••• F•••• A••••••• wirehouse
Apr 20, 2007 to Sep 25, 2019 · Harrisburg, Pa
P•• W••••• M••••••••• BD affiliated
Jan 1, 2004 to Aug 29, 2005 · Mechanicsburg, Pa
J••••• H•••••••• W••• L••••• L•• former
May 23, 2003 to Jan 1, 2004 · Mechanicsburg, Pa

Moves

a registration end followed by a registration begin elsewhere

R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to E•••••• A••••••• G••••• L••
left Sep 29, 2022, registered Dec 13, 2023 (440 days) · Affiliated broker-dealer or bank to another
W•••• F•••• A••••••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••
left Sep 25, 2019, registered Sep 20, 2019 (-5 days) · Wirehouse to affiliated broker-dealer or bank
P•• W••••• M••••••••• to W•••• F•••• A•••••••
left Aug 29, 2005, registered Apr 20, 2007 (599 days) · Other
J••••• H•••••••• W••• L••••• L•• to P•• W••••• M•••••••••
left Jan 1, 2004, registered Jan 1, 2004 (0 days) · corporate re-registration, not a move

Signals

••• Locked
Sep 29, 2022 · Advisor changed firm · fact

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: 26derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address