G••• A••• R•••••••••

• I••••••••• A•••••• A•••••••• L•• i••••••••• wealth current
  since Sep 17, 2018 · Jacksonville, Fl
• I••••••••• F•••••••• P••••••• BD affiliated
  Oct 29, 2009 to Dec 31, 2018 · Jacksonville, Fl
• B••• O• A•••••• I••••••••• S•••••••• I••• unclassified
  Feb 9, 2008 to Oct 28, 2009 · Jacksonville, Fl

• I••••••••• F•••••••• P••••••• to I••••••••• A•••••• A•••••••• L••
  left Dec 31, 2018, registered Sep 17, 2018 (-105 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
• B••• O• A•••••• I••••••••• S•••••••• I••• to I••••••••• F•••••••• P•••••••
  left Oct 28, 2009, registered Oct 29, 2009 (1 days) · Other

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.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

I••••••••• WEALTHderived

Years in industry

22derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address