J•••• E••••• G•••••••

• P•• W••••• M••••••••• BD affiliated current
  since Aug 25, 2023 · Roswell, Ga
• W•••• F•••• A••••••• wirehouse
  Jan 15, 2014 to Aug 11, 2022 · Jupiter, Fl
• P•• W••••• M••••••••• BD affiliated
  Nov 13, 2009 to Jan 13, 2014 · Jupiter, Fl
• N•••••• I••••••••• I••• unclassified
  Jul 24, 2007 to Nov 13, 2009 · Jupiter, Fl
• M••••• S•••••• • C•• L•• unclassified
  Apr 2, 2007 to Jul 24, 2007 · North Palm Beach, Fl
• M••••• S•••••• D• I••• unclassified
  Nov 2, 2004 to Apr 2, 2007 · North Palm Beach, Fl

• W•••• F•••• A••••••• to P•• W••••• M•••••••••
  left Aug 11, 2022, registered Aug 25, 2023 (379 days) · Wirehouse to affiliated broker-dealer or bank
• P•• W••••• M••••••••• to W•••• F•••• A•••••••
  left Jan 13, 2014, registered Jan 15, 2014 (2 days) · Other
• N•••••• I••••••••• I••• to P•• W••••• M•••••••••
  left Nov 13, 2009, registered Nov 13, 2009 (0 days) · corporate re-registration, not a move
• M••••• S•••••• • C•• L•• to N•••••• I••••••••• I•••
  left Jul 24, 2007, registered Jul 24, 2007 (0 days) · Other
• M••••• S•••••• D• I••• to M••••• S•••••• • C•• L••
  left Apr 2, 2007, registered Apr 2, 2007 (0 days) · corporate re-registration, not a move

• J•••• E••••• G••••••• left W•••• F•••• A••••••• for P•• W••••• M••••••••• (registered 2023-08-25)
  Aug 11, 2022 · Advisor changed firm · fact

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

Broker-dealer affiliated wealth managerderived

Years in industry

22derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address