J•••••• P• K•••

• R•••••• J•••• • A••••••••• I••• national BD current
  since May 20, 2025 · West Conshohocken, Pa
• U•• F•••••••• S••••••• I••• wirehouse
  Nov 13, 2013 to May 30, 2025 · Conshohocken, Pa
• M••••• S•••••• wirehouse
  Jun 1, 2009 to Nov 25, 2013 · West Conshohocken, Pa
• C•••••••• G••••• M•••••• I••• BD affiliated
  Apr 18, 2008 to Jun 1, 2009 · West Conshohocken, Pa

• U•• F•••••••• S••••••• I••• to R•••••• J•••• • A••••••••• I•••
  left May 30, 2025, registered May 20, 2025 (-10 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
• M••••• S•••••• to U•• F•••••••• S••••••• I•••
  left Nov 25, 2013, registered Nov 13, 2013 (-12 days) · Wirehouse to wirehouse
• C•••••••• G••••• M•••••• I••• to M••••• S••••••
  left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move

• ••• Locked
  May 30, 2025 · Advisor changed firm · fact

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.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

National broker-dealer RIAderived

Years in industry

18derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address