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Registered advisor
P•••••• J• M•••••••
Feed of 09/14/2026
Also filed as P•••••• M•••••••
At current firm
10 y
since Mar 15, 2016
In the industry
19 y
since Nov 8, 2006 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- P•• W••••• M••••••••• BD affiliated currentsince Mar 15, 2016 · Lansing, Mi
- E•••••••• A•••••••• L•• national BDMay 19, 2008 to Feb 9, 2016 · Okemos, Mi
Moves
a registration end followed by a registration begin elsewhere
- E•••••••• A•••••••• L•• to P•• W••••• M•••••••••left Feb 9, 2016, registered Mar 15, 2016 (35 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address