J••••• W••••••

E•••••• A••••••• G••••• L••BD affiliatedLawrenceville, Ga dual registrantIAPD 4441549

Feed of 09/15/2026

Also filed as J••••• L• W••••••••• W••••••••• L••• W••••••

At current firm

0 y

since Jun 1, 2026

In the industry

24 y

since Sep 25, 2001 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

E•••••• A••••••• G••••• L•• BD affiliated current
since Jun 1, 2026 · Greenwood Village, Co
V•••• F•••••••• A•••••••• I••• BD affiliated
Jun 13, 2017 to Aug 6, 2020 · Atlanta, Ga
J••• M••••• S••••••••• L•• wirehouse
Feb 16, 2015 to Apr 19, 2017 · Cumming, Ga

Moves

a registration end followed by a registration begin elsewhere

V•••• F•••••••• A•••••••• I••• to E•••••• A••••••• G••••• L••
left Aug 6, 2020, registered Jun 1, 2026 (2125 days) · Affiliated broker-dealer or bank to another
J••• M••••• S••••••••• L•• to V•••• F•••••••• A•••••••• I•••
left Apr 19, 2017, registered Jun 13, 2017 (55 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: Broker-dealer affiliated wealth managerderived
Years in industry: 24derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address