J•••••• P••• M••••••••

C••••• W••••• F•••••••• P••••••• L••state registeredSaint Johns, FlIA-onlyIAPD 4731169

Certified Financial Planner

Feed of 09/14/2026

Also filed as J••• P••• M••••••••

At current firm

5 y

since Mar 5, 2021

In the industry

21 y

since Mar 3, 2005 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

C••••• W••••• F•••••••• P••••••• L•• state registered current
since Mar 5, 2021 · Saint Johns, Fl
W••••• M••• state registered
Jun 22, 2022 to Sep 5, 2023 · Saint Johns, Fl
A••••• A•• P••••••• S••••••• BD affiliated
Dec 22, 2014 to Nov 13, 2020 · Charlotte, Nc

Moves

a registration end followed by a registration begin elsewhere

W••••• M••• to no registered destination
left Sep 5, 2023 · Departure, no registered destination
A••••• A•• P••••••• S••••••• to C••••• W••••• F•••••••• P••••••• L••
left Nov 13, 2020, registered Mar 5, 2021 (112 days) · Affiliated broker-dealer or bank to a state-registered adviser

Signals

••• Locked
Sep 5, 2023 · Advisor departure · 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: STATE REGISTEREDderived
Years in industry: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address