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Registered advisor
J••••• Z••••••
Feed of 09/14/2026
Also filed as Josh Z••••••
At current firm
2 y
since Feb 28, 2024
In the industry
18 y
since Jan 17, 2008 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, 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
- C••••• I••••••••• A••••••• L•• BD affiliated currentsince Feb 28, 2024 · Delray Beach, Fl
- I••••••••• F•••••••• P••••••• BD affiliatedOct 29, 2015 to Oct 12, 2018 · Boca Raton, Fl
- L•• F•••••••• L•• BD affiliatedOct 8, 2012 to Sep 8, 2016 · Wellington, Fl
- N••• C••••••••• BD affiliatedJan 11, 2012 to Aug 20, 2012 · Boca Raton, Fl
- P•• W••••• M••••••••• BD affiliatedFeb 17, 2011 to Jul 26, 2011 · Loxahatchee, Fl
Moves
a registration end followed by a registration begin elsewhere
- I••••••••• F•••••••• P••••••• to C••••• I••••••••• A••••••• L••left Oct 12, 2018, registered Feb 28, 2024 (1965 days) · Affiliated broker-dealer or bank to another
- L•• F•••••••• L•• to I••••••••• F•••••••• P•••••••left Sep 8, 2016, registered Oct 29, 2015 (-315 days) · Other · moved with a team
- N••• C••••••••• to L•• F•••••••• L••left Aug 20, 2012, registered Oct 8, 2012 (49 days) · Other
- P•• W••••• M••••••••• to N••• C•••••••••left Jul 26, 2011, registered Jan 11, 2012 (169 days) · Other
Signals
No dated event on this person.
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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address