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Registered advisor
P•••••• J••• R•••
Feed of 09/14/2026
Also filed as P•••••• R•••
At current firm
0 y
since Oct 15, 2025
In the industry
24 y
since May 10, 2002 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
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•••• I••••••••• A•••••••• L•• other currentsince Oct 15, 2025 · Lincroft, Nj
- W•••• F•••• A••••••• wirehouseDec 18, 2009 to May 30, 2018 · West Long Branch, Nj
- L•• F•••••••• L•• BD affiliatedMay 27, 2008 to Dec 21, 2009 · Marlboro, Nj
- I••• S••••••••• I••• unclassifiedMar 12, 2003 to May 27, 2008 · Marlboro, Nj
Moves
a registration end followed by a registration begin elsewhere
- W•••• F•••• A••••••• to W•••• I••••••••• A•••••••• L••left May 30, 2018, registered Oct 15, 2025 (2695 days) · Other
- L•• F•••••••• L•• to W•••• F•••• A•••••••left Dec 21, 2009, registered Dec 18, 2009 (-3 days) · Other
- I••• S••••••••• I••• to L•• F•••••••• L••left May 27, 2008, registered May 27, 2008 (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
- Other adviserderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address