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Registered advisor
J••••• J•••• K••••••
Certified Financial Planner
Feed of 09/15/2026
Also filed as Joshua Katcher
At current firm
14 y
since Jul 20, 2012
In the industry
22 y
since Aug 20, 2004 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- A••••••••• F•••••••• S•••••••• L•• national BD currentsince Jul 20, 2012 · Davenport, Ia
- V••• F•••••••• A•••••••• I••• BD affiliatedJan 16, 2007 to Jul 26, 2012 · Cedar Rapids, Ia
Moves
a registration end followed by a registration begin elsewhere
- V••• F•••••••• A•••••••• I••• to A••••••••• F•••••••• S•••••••• L••left Jul 26, 2012, registered Jul 20, 2012 (-6 days) · Other
Signals
No dated event on this person.
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
- National broker-dealer RIAderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address