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Registered advisor
L•••• J•••••• H••••••
Feed of 09/14/2026
Also filed as L•••• J••••••
At current firm
4 y
since Jan 25, 2022
In the industry
18 y
since Dec 10, 2007 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
6
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- S•••• F••• I••••••••• M••••••••• C•••• asset manager currentsince Jan 25, 2022 · Alpharetta, Ga
- S•••• F••• I••••••••• M••••••••• C•••• asset managerJul 12, 2019 to Dec 8, 2021 · Alpharetta, Ga
- T••••• A••••••• S•••••••• I••• BD affiliatedDec 1, 2016 to Aug 14, 2018 · Roswell, Ga
Moves
a registration end followed by a registration begin elsewhere
- T••••• A••••••• S•••••••• I••• to S•••• F••• I••••••••• M••••••••• C••••left Aug 14, 2018, registered Jul 12, 2019 (332 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
- Asset manager (funds and pooled vehicles)derived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address