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Registered advisor
J•••• L•••• W•••••••••
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••wirehouseFort Lauderdale, Fl dual registrantIAPD 4406271
Feed of 09/14/2026
Also filed as J•••• L•••• Williamson
At current firm
3 y
since Dec 1, 2022
In the industry
25 y
since Jul 9, 2001 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse currentsince Dec 1, 2022 · Fort Lauderdale, Fl
- T••••• A••••••• S•••••••• I••• BD affiliatedAug 19, 2016 to Jul 29, 2022 · Fort Lauderdale, Fl
- S••••••• I••••••••• S•••••••• I••• formerJan 22, 2016 to Dec 31, 2016 · Fort Lauderdale, Fl
- W•••• F•••• A••••••• wirehouseAug 21, 2013 to Jan 20, 2016 · Tamarac, Fl
- M•• F•••••••• S•••••••• I••• formerMay 14, 2009 to Aug 2, 2013 · Deerfield Beach, Fl
- U•••• F•••••••• S••••••• G••••• I••• unclassifiedJul 21, 2006 to Jan 8, 2008 · Boca Raton, Fl
- M••••• S•••••• D• I••• unclassifiedAug 23, 2004 to Jul 7, 2006 · Ftlauderdale, Fl
Moves
a registration end followed by a registration begin elsewhere
- T••••• A••••••• S•••••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Jul 29, 2022, registered Dec 1, 2022 (125 days) · Affiliated broker-dealer or bank to wirehouse
- S••••••• I••••••••• S•••••••• I••• to T••••• A••••••• S•••••••• I•••left Dec 31, 2016, registered Aug 19, 2016 (-134 days) · corporate re-registration, not a move
- W•••• F•••• A••••••• to S••••••• I••••••••• S•••••••• I•••left Jan 20, 2016, registered Jan 22, 2016 (2 days) · Other · moved with a team
- M•• F•••••••• S•••••••• I••• to W•••• F•••• A•••••••left Aug 2, 2013, registered Aug 21, 2013 (19 days) · Other
- U•••• F•••••••• S••••••• G••••• I••• to M•• F•••••••• S•••••••• I•••left Jan 8, 2008, registered May 14, 2009 (492 days) · Other
- M••••• S•••••• D• I••• to U•••• F•••••••• S••••••• G••••• I•••left Jul 7, 2006, registered Jul 21, 2006 (14 days) · Other
Signals
- J•••• L•••• W••••••••• left T••••• A••••••• S•••••••• I••• for M•••••• L••••• P•••••• F••••• • S•••• I••••••••• (registered 2022-12-01)Jul 29, 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
- Wirehousederived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address