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Registered advisor
E•••••••• J•••• B•••••••
Feed of 09/14/2026
Also filed as E•••••••• J• K••••••••• J• B••••••••• K••••••••• B•••••••
At current firm
9 y
since Dec 15, 2016
In the industry
20 y
since Jun 5, 2006 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
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
- W•••• F•••• A••••••• wirehouse currentsince Dec 15, 2016 · Waltham, Ma
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseOct 31, 2007 to Mar 23, 2010 · Boston, Ma
- R•• C•••••• M••••••• L•• national BDJun 5, 2006 to Oct 5, 2007 · Wellesley Hills, Ma
Moves
a registration end followed by a registration begin elsewhere
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to W•••• F•••• A•••••••left Mar 23, 2010, registered Dec 15, 2016 (2459 days) · Wirehouse to wirehouse
- R•• C•••••• M••••••• L•• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Oct 5, 2007, registered Oct 31, 2007 (26 days) · Affiliated broker-dealer or bank to wirehouse
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
- Wirehousederived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address