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J••••••• R•••
- Professional profile
- ••• Lockedreportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- L•• F•••••••• L•• BD affiliated currentsince Sep 21, 2026 · Mount Pleasant, Sc
- G••• L••• A•••••••• L•• independent RIA currentsince Sep 20, 2019 · Celebration, Fl
- G••• L••• A•••••••• L•• independent RIA currentsince Sep 20, 2019 · Celebration, Fl
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseApr 23, 2012 to Sep 6, 2016 · Pittsford, Ny
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to G••• L••• A•••••••• L••left Sep 6, 2016, registered Sep 20, 2019 (1109 days) · Wirehouse to independent RIA
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
- Independent wealth managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address