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Registered advisor
B•••••• J•••• P••••
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••wirehouseJacksonville, Fl dual registrantIAPD 4512111
Feed of 09/15/2026
Also filed as B••• J•••• P••••••••• J•••• P••••••••• P••••
At current firm
4 y
since Apr 27, 2022
In the industry
22 y
since Aug 1, 2004 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
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 27, 2022 · Jacksonville, Fl
- F••••••• P••••••• A•• W•••••••• A••••••• formerMay 20, 2019 to Dec 8, 2021 · Jacksonville, Fl
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseDec 8, 2004 to Jul 17, 2018 · Jacksonville, Fl
Moves
a registration end followed by a registration begin elsewhere
- F••••••• P••••••• A•• W•••••••• A••••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Dec 8, 2021, registered Apr 27, 2022 (140 days) · Affiliated broker-dealer or bank to wirehouse
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to F••••••• P••••••• A•• W•••••••• A•••••••left Jul 17, 2018, registered May 20, 2019 (307 days) · Wirehouse to affiliated broker-dealer or bank
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wirehousederived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address