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Registered advisor
B••• J••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as B••• Armund J••••
At current firm
1 y
since Aug 1, 2025
In the industry
26 y
since Aug 4, 2000 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
3
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
- W•••• F•••• A••••••• wirehouse currentsince Aug 1, 2025 · West Bend, Wi
- W•••• F•••• A••••••• wirehouseOct 28, 2009 to Aug 1, 2025 · Milwaukee, Wi
- A•••••••• F•••• M••••••••• L•• asset managerJan 1, 2005 to Oct 30, 2009 · Menomonee Falls, Wi
- S••••• C•••••• M••••••••• I•• unclassifiedSep 8, 2000 to Jan 1, 2005 · Menomonee Falls, Wi
Moves
a registration end followed by a registration begin elsewhere
- W•••• F•••• A••••••• to W•••• F•••• A•••••••left Aug 1, 2025, registered Aug 1, 2025 (0 days) · corporate re-registration, not a move
- A•••••••• F•••• M••••••••• L•• to W•••• F•••• A•••••••left Oct 30, 2009, registered Oct 28, 2009 (-2 days) · Other
- S••••• C•••••• M••••••••• I•• to A•••••••• F•••• M••••••••• L••left Jan 1, 2005, registered Jan 1, 2005 (0 days) · corporate re-registration, not a move
Signals
No dated event on this person.
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
- Wirehousederived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address