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Registered advisor
W•••••• J• B••••••
Feed of 09/14/2026
At current firm
1 y
since Sep 19, 2025
In the industry
26 y
since May 31, 2000 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- P••• A••••• S••••••••• L•• BD affiliated currentsince Sep 19, 2025 · Naples, Fl
- J••• M••••• S••••••••• L•• wirehouseFeb 1, 2021 to Aug 12, 2022 · Lehigh Acres, Fl
- O•••• W•••••• I••• BD affiliatedNov 2, 2018 to Jan 27, 2021 · Southfield, Mi
- S••••••• I••••••••• I••• formerApr 12, 2013 to Nov 2, 2018 · Southfield, Mi
- M•• I•••••••• S•••••••• L•• BD affiliatedSep 30, 2010 to Mar 15, 2013 · Southfield, Mi
Moves
a registration end followed by a registration begin elsewhere
- J••• M••••• S••••••••• L•• to P••• A••••• S••••••••• L••left Aug 12, 2022, registered Sep 19, 2025 (1134 days) · Wirehouse to affiliated broker-dealer or bank
- O•••• W•••••• I••• to J••• M••••• S••••••••• L••left Jan 27, 2021, registered Feb 1, 2021 (5 days) · Affiliated broker-dealer or bank to wirehouse
- S••••••• I••••••••• I••• to O•••• W•••••• I•••left Nov 2, 2018, registered Nov 2, 2018 (0 days) · corporate re-registration, not a move
- M•• I•••••••• S•••••••• L•• to S••••••• I••••••••• I•••left Mar 15, 2013, registered Apr 12, 2013 (28 days) · Other
Signals
- W•••••• J• B•••••• left J••• M••••• S••••••••• L•• for P••• A••••• S••••••••• L•• (registered 2025-09-19)Aug 12, 2022 · Advisor changed firm · fact
Transition signals
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.
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