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Registered advisor

J••• R••••• J••••••

C••••• I••••••••• A••••••• L••BD affiliatedWest Palm Beach, Fldual registrantIAPD 4591378

Feed of 09/14/2026

Also filed as J••• Lynn R•••••

At current firm

1 y

since May 15, 2025

In the industry

17 y

since Nov 25, 2008 (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

C••••• I••••••••• A••••••• L•• BD affiliated current
since May 15, 2025 · West Palm Beach, Fl
L•• F•••••••• L•• BD affiliated
Jan 27, 2023 to Apr 28, 2025 · West Palm Beach, Fl
T••••• A••••••• S•••••••• I••• BD affiliated
Feb 17, 2021 to Jun 8, 2022 · Atlanta, Ga
B••• S••••••••• L•• former
Jan 2, 2018 to Feb 17, 2021 · Gastonia, Nc
B••• I••••••••• S•••••••• I••• former
Nov 10, 2011 to Jan 2, 2018 · Charlotte, Nc
W•••• F•••• A••••••• wirehouse
Jan 4, 2011 to Oct 27, 2011 · Wilmington, Nc
W•••• F•••• A••••••• wirehouse
Jul 30, 2009 to Feb 25, 2010 · Mclean, Va

Moves

a registration end followed by a registration begin elsewhere

L•• F•••••••• L•• to C••••• I••••••••• A••••••• L••
left Apr 28, 2025, registered May 15, 2025 (17 days) · Affiliated broker-dealer or bank to another · moved with a team
T••••• A••••••• S•••••••• I••• to L•• F•••••••• L••
left Jun 8, 2022, registered Jan 27, 2023 (233 days) · Affiliated broker-dealer or bank to independent RIA
B••• S••••••••• L•• to T••••• A••••••• S•••••••• I•••
left Feb 17, 2021, registered Feb 17, 2021 (0 days) · corporate re-registration, not a move
B••• I••••••••• S•••••••• I••• to B••• S••••••••• L••
left Jan 2, 2018, registered Jan 2, 2018 (0 days) · corporate re-registration, not a move
W•••• F•••• A••••••• to B••• I••••••••• S•••••••• I•••
left Oct 27, 2011, registered Nov 10, 2011 (14 days) · Wirehouse to a newly registered adviser (no RAUM reported yet)

Signals

J••• R••••• J•••••• left L•• F•••••••• L•• for C••••• I••••••••• A••••••• L•• (registered 2025-05-15)
Apr 28, 2025 · Advisor changed firm · fact
J••• R••••• J•••••• left T••••• A••••••• S•••••••• I••• for L•• F•••••••• L•• (registered 2023-01-27)
Jun 8, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 17derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address