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Registered advisor
A•• J• T•••••••••
Feed of 09/14/2026
Also filed as Amy Jo Townsend
At current firm
4 y
since Apr 21, 2022
In the industry
23 y
since Mar 11, 2003 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- L•• F•••••••• L•• BD affiliated currentsince Apr 21, 2022 · Clio, Mi
- C••••• A•••••• N••••••• L•• formerMar 1, 2019 to Apr 5, 2022 · Clio, Mi
- H••••••••• F•••••••• A••••••• BD affiliatedFeb 1, 2017 to Feb 26, 2019 · Flint, Mi
- L•• F•••••••• L•• BD affiliatedMar 29, 2011 to Feb 1, 2017 · Flint, Mi
- P•• W••••• M••••••••• BD affiliatedAug 23, 2010 to Mar 25, 2011 · Clio, Mi
- C•••• I••••••••• S••••••• C•••• formerFeb 9, 2006 to Aug 3, 2010 · Clio, Mi
Moves
a registration end followed by a registration begin elsewhere
- C••••• A•••••• N••••••• L•• to L•• F•••••••• L••left Apr 5, 2022, registered Apr 21, 2022 (16 days) · Affiliated broker-dealer or bank to independent RIA
- H••••••••• F•••••••• A••••••• to C••••• A•••••• N••••••• L••left Feb 26, 2019, registered Mar 1, 2019 (3 days) · Affiliated broker-dealer or bank to another
- L•• F•••••••• L•• to H••••••••• F•••••••• A•••••••left Feb 1, 2017, registered Feb 1, 2017 (0 days) · corporate re-registration, not a move
- P•• W••••• M••••••••• to L•• F•••••••• L••left Mar 25, 2011, registered Mar 29, 2011 (4 days) · Other
- C•••• I••••••••• S••••••• C•••• to P•• W••••• M•••••••••left Aug 3, 2010, registered Aug 23, 2010 (20 days) · Other
Signals
- A•• J• T••••••••• left C••••• A•••••• N••••••• L•• for L•• F•••••••• L•• (registered 2022-04-21)Apr 5, 2022 · a•••••• firm change · 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
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address