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Registered advisor
J••• F•••••••• P••••••
Feed of 09/14/2026
Also filed as J••• F• P••••••
At current firm
0 y
since Dec 17, 2025
In the industry
14 y
since Jan 13, 2012 (earliest exam, job or registration)
Prior registered firms
3
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
- O••••• C•••••• state registered currentsince Dec 17, 2025 · San F••••••••, Ca
- N••••• C•••••• unclassifiedApr 25, 2014 to Dec 31, 2015 · San F••••••••, Ca
- A••••••••• F•••••••• S•••••••• L•• national BDMar 13, 2012 to Sep 18, 2012 · San Jose, Ca
- W•••••• • R••• formerJan 17, 2012 to Feb 24, 2012 · Seattle, Wa
Moves
a registration end followed by a registration begin elsewhere
- N••••• C•••••• to O••••• C••••••left Dec 31, 2015, registered Dec 17, 2025 (3639 days) · Other
- A••••••••• F•••••••• S•••••••• L•• to N••••• C••••••left Sep 18, 2012, registered Apr 25, 2014 (584 days) · Other
- W•••••• • R••• to A••••••••• F•••••••• S•••••••• L••left Feb 24, 2012, registered Mar 13, 2012 (18 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
- STATE REGISTEREDderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address