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Registered advisor
T••• J•••• M•••••••••
Feed of 09/14/2026
Also filed as T••• J•••• M••••••••• J•••• M••••••••• J•••• M•••••••••
At current firm
1 y
since Jan 31, 2025
In the industry
19 y
since Mar 26, 2007 (earliest exam, job or registration)
Prior registered firms
3
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
- N••••••• C••••••••• state registered currentsince Jan 31, 2025 · West Allis, Wi
- I••••••••• F•• S•••••••• unclassifiedJul 16, 2016 to Dec 31, 2017 · Brookfield, Wi
- U••• B•••••• I••••••••• I••• formerJan 9, 2013 to Jul 31, 2014 · Milwaukee, Wi
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseMar 26, 2007 to Jan 18, 2011 · Waukesha, Wi
Moves
a registration end followed by a registration begin elsewhere
- I••••••••• F•• S•••••••• to N••••••• C•••••••••left Dec 31, 2017, registered Jan 31, 2025 (2588 days) · Other
- U••• B•••••• I••••••••• I••• to I••••••••• F•• S••••••••left Jul 31, 2014, registered Jul 16, 2016 (716 days) · Other
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to U••• B•••••• I••••••••• I•••left Jan 18, 2011, registered Jan 9, 2013 (722 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
- STATE REGISTEREDderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address