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Registered advisor
T•••••• J••• B••
Feed of 09/14/2026
Also filed as Tim Bol
At current firm
1 y
since Sep 15, 2025
In the industry
15 y
since Jun 23, 2011 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated currentsince Sep 15, 2025 · Orlando, Fl
- C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliatedJul 20, 2018 to Sep 16, 2025 · Orlando, Fl
- M•• I•••••••• S•••••••• L•• BD affiliatedMar 25, 2017 to Jul 20, 2018 · Orlando, Fl
- M•• F•••••••• S•••••••• I••• formerSep 20, 2013 to Mar 25, 2017 · Orlando, Fl
- S••••••• I••••••••• I••• formerDec 5, 2012 to Aug 2, 2013 · Maitland, Fl
- M•• F•••••••• S•••••••• I••• formerJan 10, 2012 to Aug 6, 2012 · Orlando, Fl
Moves
a registration end followed by a registration begin elsewhere
- C•••••••• I••••••••• R••••••• A•••••••• I••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Sep 16, 2025, registered Sep 15, 2025 (-1 days) · Affiliated broker-dealer or bank to another · moved with a team
- M•• I•••••••• S•••••••• L•• to C•••••••• I••••••••• R••••••• A•••••••• I•••left Jul 20, 2018, registered Jul 20, 2018 (0 days) · Affiliated broker-dealer or bank to another
- M•• F•••••••• S•••••••• I••• to M•• I•••••••• S•••••••• L••left Mar 25, 2017, registered Mar 25, 2017 (0 days) · corporate re-registration, not a move
- S••••••• I••••••••• I••• to M•• F•••••••• S•••••••• I•••left Aug 2, 2013, registered Sep 20, 2013 (49 days) · Other
- M•• F•••••••• S•••••••• I••• to S••••••• I••••••••• I•••left Aug 6, 2012, registered Dec 5, 2012 (121 days) · Other
Signals
- T•••••• J••• B•• left C•••••••• I••••••••• R••••••• A•••••••• I••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I•• (registered 2025-09-15)Sep 16, 2025 · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address