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Registered advisor
J••••• L••• B•••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as J••••• L••• B•••••
At current firm
13 y
since Mar 8, 2013
In the industry
24 y
since Jul 11, 2002 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
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•••• F•••• A••••••• wirehouse currentsince Mar 8, 2013 · Hudson, Oh
- E••••• J•••• national BDJan 24, 2007 to Mar 25, 2013 · Streetsboro, Oh
Moves
a registration end followed by a registration begin elsewhere
- E••••• J•••• to W•••• F•••• A•••••••left Mar 25, 2013, registered Mar 8, 2013 (-17 days) · Affiliated broker-dealer or bank to wirehouse
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
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address