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Registered advisor
D•••••• J• S•••••••••
Feed of 09/14/2026
Also filed as D•••••• Jeanne Reynolds
At current firm
12 y
since Apr 23, 2014
In the industry
29 y
since Oct 1, 1996 (earliest exam, job or registration)
Prior registered firms
2
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
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse currentsince Apr 23, 2014 · Pittsford, Ny
- W••• S••••• F•••••••• G••••• I•• formerMay 31, 2012 to Jan 14, 2014 · Victor, Ny
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseAug 10, 2005 to Apr 9, 2012 · Rochester, Ny
Moves
a registration end followed by a registration begin elsewhere
- W••• S••••• F•••••••• G••••• I•• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Jan 14, 2014, registered Apr 23, 2014 (99 days) · Other
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to W••• S••••• F•••••••• G••••• I••left Apr 9, 2012, registered May 31, 2012 (52 days) · Other
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
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address