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Registered advisor
J•• T••• J••••••
Feed of 09/14/2026
Also filed as J•• J••••••
At current firm
10 y
since Sep 13, 2016
In the industry
22 y
since Aug 30, 2004 (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
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- T••••• A••••••• S•••••••• I••• BD affiliated currentsince Sep 13, 2016 · Nashville, Tn
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseOct 23, 2009 to Jan 20, 2015 · Nashville, Tn
- B••• O• A•••••• I••••••••• S•••••••• I••• unclassifiedMay 6, 2009 to Oct 23, 2009 · Nashville, Tn
- B••• O• A•••••• I••••••••• S•••••••• I••• unclassifiedJun 29, 2005 to Apr 28, 2009 · Nashville, Tn
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseSep 9, 2004 to May 6, 2005 · Nashville, Tn
Moves
a registration end followed by a registration begin elsewhere
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to T••••• A••••••• S•••••••• I•••left Jan 20, 2015, registered Sep 13, 2016 (602 days) · Wirehouse to a newly registered adviser (no RAUM reported yet)
- B••• O• A•••••• I••••••••• S•••••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Oct 23, 2009, registered Oct 23, 2009 (0 days) · corporate re-registration, not a move
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to B••• O• A•••••• I••••••••• S•••••••• I•••left May 6, 2005, registered Jun 29, 2005 (54 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet.
Provenance
- 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