M•••••• J••• V•••••••

W•••• F•••• A•••••••wirehouseMilwaukee, Wi dual registrantIAPD 5302563

Feed of 09/14/2026

Also filed as M•••••• J••• V••••••••• V••••••••• J• V•••••••

At current firm

1 y

since Feb 12, 2025

In the industry

19 y

since Apr 5, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

W•••• F•••• A••••••• wirehouse current
since Feb 12, 2025 · New Berlin, Wi
C••••• I••••••••• A••••••• L•• BD affiliated
Nov 15, 2022 to May 22, 2024 · Greenfield, Wi
L•• F•••••••• L•• BD affiliated
May 18, 2022 to Dec 9, 2022 · Milwaukee, Wi
C••• B•••••••• S•••••••• I••• former
Jul 3, 2019 to May 18, 2022 · Milwaukee, Wi
U••• B•••••• I••••••••• I••• former
Feb 28, 2013 to Mar 24, 2015 · Kenosha, Wi
W•••• F•••• A••••••• wirehouse
Jan 3, 2011 to Feb 20, 2013 · Milwaukee, Wi
W•••• F•••• I••••••••• L•• unclassified
Mar 2, 2009 to Jan 3, 2011 · Wauwatosa, Wi

Moves

a registration end followed by a registration begin elsewhere

C••••• I••••••••• A••••••• L•• to W•••• F•••• A•••••••
left May 22, 2024, registered Feb 12, 2025 (266 days) · Affiliated broker-dealer or bank to wirehouse
L•• F•••••••• L•• to C••••• I••••••••• A••••••• L••
left Dec 9, 2022, registered Nov 15, 2022 (-24 days) · RIA to affiliated broker-dealer or bank
C••• B•••••••• S•••••••• I••• to L•• F•••••••• L••
left May 18, 2022, registered May 18, 2022 (0 days) · corporate re-registration, not a move
U••• B•••••• I••••••••• I••• to C••• B•••••••• S•••••••• I•••
left Mar 24, 2015, registered Jul 3, 2019 (1562 days) · Other
W•••• F•••• A••••••• to U••• B•••••• I••••••••• I•••
left Feb 20, 2013, registered Feb 28, 2013 (8 days) · Other
W•••• F•••• I••••••••• L•• to W•••• F•••• A•••••••
left Jan 3, 2011, registered Jan 3, 2011 (0 days) · corporate re-registration, not a move

Signals

••• Locked
May 22, 2024 · Advisor changed firm · fact
••• Locked
Dec 9, 2022 · Advisor changed firm · fact

Transition signals

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.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Wirehousederived
Years in industry: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address