J•••• H•••• P••••••

J•• P•••••••• L••state registeredSalt Lake City, UtIA-onlyIAPD 4277537

Certified Financial Planner

Feed of 09/14/2026

Also filed as J•••• P••••••

At current firm

1 y

since Aug 13, 2025

In the industry

25 y

since Apr 14, 2001 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

J•• P•••••••• L•• state registered current
since Aug 13, 2025 · Salt Lake City, Ut
C••••••••• F•••••••• N•••••• national BD
Aug 17, 2016 to Aug 13, 2025 · San Diego, Ca
M•• I•••••••• S•••••••• L•• BD affiliated
Jul 9, 2008 to Aug 26, 2016 · Lehi, Ut
I••••••• S••••••••• I••• unclassified
Oct 3, 2007 to Jun 23, 2008 · Lehi, Ut
A•••••• A•••••••• I••• unclassified
Jun 23, 2005 to Oct 3, 2007 · Salt Lake City, Ut
E•• F•••••••• A••••••• independent RIA
Apr 22, 2005 to Jun 20, 2005 · Layton, Ut
M•• I•••••••• S•••••••• L•• BD affiliated
Sep 10, 2004 to Mar 24, 2005 · Salt Lake City, Ut

Moves

a registration end followed by a registration begin elsewhere

C••••••••• F•••••••• N•••••• to J•• P•••••••• L••
left Aug 13, 2025, registered Aug 13, 2025 (0 days) · Affiliated broker-dealer or bank to a state-registered adviser
M•• I•••••••• S•••••••• L•• to C••••••••• F•••••••• N••••••
left Aug 26, 2016, registered Aug 17, 2016 (-9 days) · Other
I••••••• S••••••••• I••• to M•• I•••••••• S•••••••• L••
left Jun 23, 2008, registered Jul 9, 2008 (16 days) · Other
A•••••• A•••••••• I••• to I••••••• S••••••••• I•••
left Oct 3, 2007, registered Oct 3, 2007 (0 days) · Other
E•• F•••••••• A••••••• to A•••••• A•••••••• I•••
left Jun 20, 2005, registered Jun 23, 2005 (3 days) · Other
M•• I•••••••• S•••••••• L•• to E•• F•••••••• A•••••••
left Mar 24, 2005, registered Apr 22, 2005 (29 days) · Other

Signals

••• Locked
Aug 13, 2025 · 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: STATE REGISTEREDderived
Years in industry: 25derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address