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Registered advisor
J••••• M•••••• B•••
Feed of 09/14/2026
Also filed as Joe Barr
At current firm
4 y
since Jul 27, 2022
In the industry
18 y
since Dec 4, 2007 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
2
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
- C••••• I••••••••• A••••••• L•• BD affiliated currentsince Jul 27, 2022 · South Jordan, Ut
- P•••• S••••••••• L•• no RAUMJun 27, 2018 to Jun 25, 2019 · Greenacres, Wa
- A••••• A•• P••••••• S••••••• BD affiliatedJun 1, 2015 to Jun 18, 2018 · Spokane, Wa
- P••••••• P••• F•••••••• L•• unclassifiedMay 6, 2014 to May 1, 2015 · Greenacres, Wa
- E•••••• C•••••• M••••••••• L•• formerAug 6, 2009 to Jul 2, 2013 · Arlington, Va
- U••• F•••••••• P••••••• S••••••• formerDec 9, 2008 to Jul 14, 2009 · Phoenix, Az
- U••• I••••••••• S••••••• C•••••• no RAUMJan 7, 2008 to Dec 31, 2008 · Phoenix, Az
Moves
a registration end followed by a registration begin elsewhere
- P•••• S••••••••• L•• to C••••• I••••••••• A••••••• L••left Jun 25, 2019, registered Jul 27, 2022 (1128 days) · Affiliated broker-dealer or bank to another
- A••••• A•• P••••••• S••••••• to P•••• S••••••••• L••left Jun 18, 2018, registered Jun 27, 2018 (9 days) · Affiliated broker-dealer or bank to another
- P••••••• P••• F•••••••• L•• to A••••• A•• P••••••• S•••••••left May 1, 2015, registered Jun 1, 2015 (31 days) · Other
- E•••••• C•••••• M••••••••• L•• to P••••••• P••• F•••••••• L••left Jul 2, 2013, registered May 6, 2014 (308 days) · Other
- U••• F•••••••• P••••••• S••••••• to E•••••• C•••••• M••••••••• L••left Jul 14, 2009, registered Aug 6, 2009 (23 days) · Other
- U••• I••••••••• S••••••• C•••••• to U••• F•••••••• P••••••• S•••••••left Dec 31, 2008, registered Dec 9, 2008 (-22 days) · corporate re-registration, not a move
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