J•••••• J•••• W••••

• S•••••••• A••••••• L•• national BD current
  since Jun 10, 2025 · Covington, Ky
• F••••••• P••••••• A•• W•••••••• A••••••• former
  Dec 12, 2022 to Mar 31, 2025 · Byron Center, Mi
• A••••• A•• P••••••• S••••••• BD affiliated
  Nov 14, 2016 to Sep 26, 2022 · Grand Rapids, Mi
• S•••••••• A••••••• L•• national BD
  Apr 30, 2014 to Nov 2, 2016 · Grand Rapids, Mi
• P•• W••••• M••••••••• BD affiliated
  Jul 16, 2012 to Apr 3, 2014 · Kalamazoo, Mi
• F•••• T•••• S••••••••• I••• BD affiliated
  Oct 7, 2009 to Jun 28, 2012 · Evanston, Il

• F••••••• P••••••• A•• W•••••••• A••••••• to S•••••••• A••••••• L••
  left Mar 31, 2025, registered Jun 10, 2025 (71 days) · corporate re-registration, not a move
• A••••• A•• P••••••• S••••••• to F••••••• P••••••• A•• W•••••••• A•••••••
  left Sep 26, 2022, registered Dec 12, 2022 (77 days) · Affiliated broker-dealer or bank to another
• S•••••••• A••••••• L•• to A••••• A•• P••••••• S•••••••
  left Nov 2, 2016, registered Nov 14, 2016 (12 days) · Other
• P•• W••••• M••••••••• to S•••••••• A••••••• L••
  left Apr 3, 2014, registered Apr 30, 2014 (27 days) · Other
• F•••• T•••• S••••••••• I••• to P•• W••••• M•••••••••
  left Jun 28, 2012, registered Jul 16, 2012 (18 days) · Other

• ••• Locked
  Sep 26, 2022 · 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

20derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address