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Registered advisor
J•••••• L•• S•••••••••
Certified Financial Planner
Feed of 09/15/2026
Also filed as Jeff S•••••••••
At current firm
0 y
since Mar 23, 2026
In the industry
23 y
since Sep 8, 2003 (earliest exam, job or registration)
Prior registered firms
4
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
- F•••••• independent RIA currentsince Mar 23, 2026 · Tampa, Fl
- W•••• S••••• W••••• M••••••••• L•• unclassifiedMay 30, 2018 to Mar 25, 2026 · Tampa, Fl
- T• A••••••••• I••••••••• M••••••••• L•• formerApr 25, 2006 to Apr 17, 2018 · Tampa, Fl
- T• A••••••••• I••• formerOct 13, 2005 to Apr 17, 2018 · Tampa, Fl
- A••••••••• F•••••••• S•••••••• L•• national BDSep 15, 2003 to Feb 24, 2004 · Tampa, Fl
Moves
a registration end followed by a registration begin elsewhere
- W•••• S••••• W••••• M••••••••• L•• to F••••••left Mar 25, 2026, registered Mar 23, 2026 (-2 days) · Other
- T• A••••••••• I••• to T• A••••••••• I••••••••• M••••••••• L••left Apr 17, 2018, registered Apr 25, 2006 (-4375 days) · channel change inside one enterprise, not a move · moved with a team
- T• A••••••••• I••••••••• M••••••••• L•• to W•••• S••••• W••••• M••••••••• L••left Apr 17, 2018, registered May 30, 2018 (43 days) · Other
- A••••••••• F•••••••• S•••••••• L•• to T• A••••••••• I•••left Feb 24, 2004, registered Oct 13, 2005 (597 days) · Affiliated broker-dealer or bank to a newly registered adviser
Signals
- J•••••• L•• S••••••••• left W•••• S••••• W••••• M••••••••• L•• for Farther (registered 2026-03-23)Mar 25, 2026 · 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
- Independent wealth managerderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address