J••• E••• M••••

Feed of 09/23/2026

Also filed as J••• E••• M••••••••• M••••••••• E• M••••

At current firm

0 y

since Jul 8, 2026

In the industry

19 y

since Jun 25, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

A••••••••• F•••••••• S•••••••• L•• national BD
Dec 15, 2023 to Sep 22, 2026 · Bloomfield Hills, Mi
M••••• S•••••• wirehouse
Jun 1, 2009 to Dec 13, 2023 · Bloomfield Hills, Mi
M••••• S•••••• • C•• L•• unclassified
Jul 23, 2007 to Jun 1, 2009 · Bloomfield Hills, Mi

Moves

a registration end followed by a registration begin elsewhere

A••••••••• F•••••••• S•••••••• L•• to F•••• T•••• S••••••••• I•••
left Sep 22, 2026, registered Jul 8, 2026 (-76 days) · corporate re-registration, not a move
M••••• S•••••• to A••••••••• F•••••••• S•••••••• L••
left Dec 13, 2023, registered Dec 15, 2023 (2 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
M••••• S•••••• • C•• L•• to M••••• S••••••
left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move

Signals

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