J••••• M• J••••••

Feed of 09/14/2026

Also filed as J••••• M•••••• J••••••

At current firm

13 y

since Oct 1, 2012

In the industry

21 y

since Apr 28, 2005 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

C•••• I••••••••• S••••••• C•••• former
Mar 17, 2011 to Oct 1, 2012 · Loveland, Co
W•••• F•••• A••••••• wirehouse
Jan 3, 2011 to Mar 21, 2011 · Fort Collins, Co
W•••• F•••• I••••••••• L•• unclassified
Apr 19, 2010 to Jan 3, 2011 · Fort Collins, Co
W•••• F•••• A••••••• wirehouse
Jul 12, 2007 to Apr 5, 2010 · Greeley, Co
C••••• A•••••• N••••••• L•• former
Jul 26, 2006 to Jul 3, 2007 · Windsor, Co

Moves

a registration end followed by a registration begin elsewhere

C•••• I••••••••• S••••••• C•••• to J••• M••••• S••••••••• L••
left Oct 1, 2012, registered Oct 1, 2012 (0 days) · corporate re-registration, not a move
W•••• F•••• A••••••• to C•••• I••••••••• S••••••• C••••
left Mar 21, 2011, registered Mar 17, 2011 (-4 days) · Other
W•••• F•••• I••••••••• L•• to W•••• F•••• A•••••••
left Jan 3, 2011, registered Jan 3, 2011 (0 days) · corporate re-registration, not a move
W•••• F•••• A••••••• to W•••• F•••• I••••••••• L••
left Apr 5, 2010, registered Apr 19, 2010 (14 days) · Other
C••••• A•••••• N••••••• L•• to W•••• F•••• A•••••••
left Jul 3, 2007, registered Jul 12, 2007 (9 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: Wirehousederived
Years in industry: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address