J••••• G• P••••

• M••••• S•••••• wirehouse current
  since Sep 6, 2022 · Naples, Fl
• J••• M••••• S••••••••• L•• wirehouse
  Oct 1, 2012 to Sep 3, 2022 · Fort Myers, Fl
• C•••• I••••••••• S••••••• C•••• former
  May 1, 2012 to Oct 1, 2012 · Fort Myers, Fl
• S••••••• I••••••••• S•••••••• I••• former
  Dec 9, 2008 to Apr 4, 2012 · Tallahassee, Fl

• J••• M••••• S••••••••• L•• to M••••• S••••••
  left Sep 3, 2022, registered Sep 6, 2022 (3 days) · Wirehouse to wirehouse · moved with a team
• C•••• I••••••••• S••••••• C•••• to J••• M••••• S••••••••• L••
  left Oct 1, 2012, registered Oct 1, 2012 (0 days) · corporate re-registration, not a move
• S••••••• I••••••••• S•••••••• I••• to C•••• I••••••••• S••••••• C••••
  left Apr 4, 2012, registered May 1, 2012 (27 days) · Other

• J••••• G• P•••• left J••• M••••• S••••••••• L•• for M••••• S•••••• (registered 2022-09-06)
  Sep 3, 2022 · Advisor changed firm · fact

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.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Wirehousederived

Years in industry

18derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address