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Registered advisor
J•••• M•••• T••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as J•••• M•••• Laplant
At current firm
11 y
since Mar 5, 2015
In the industry
21 y
since Aug 9, 2005 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
4
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
- R••••• W• B•••• • C•• I••••••••• mixed wealth currentsince Mar 5, 2015 · Fort Wright, Ky
- C••••• I••••••••• A••••••• L•• BD affiliatedJan 21, 2014 to Mar 6, 2015 · Crestview Hills, Ky
- C••••• I••••••••• S••••••• L•• formerFeb 17, 2010 to Jan 21, 2014 · Ft Mitchell, Ky
- T•••• A•••• M••••••••• L•• unclassifiedAug 10, 2005 to Jan 4, 2010 · Ft. Wright, Ky
Moves
a registration end followed by a registration begin elsewhere
- C••••• I••••••••• A••••••• L•• to R••••• W• B•••• • C•• I•••••••••left Mar 6, 2015, registered Mar 5, 2015 (-1 days) · Other
- C••••• I••••••••• S••••••• L•• to C••••• I••••••••• A••••••• L••left Jan 21, 2014, registered Jan 21, 2014 (0 days) · corporate re-registration, not a move
- T•••• A•••• M••••••••• L•• to C••••• I••••••••• S••••••• L••left Jan 4, 2010, registered Feb 17, 2010 (44 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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address