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Registered advisor
J•••• I••• A•••••••• M••••••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as J•••• M••••••••
At current firm
14 y
since Jul 27, 2012
In the industry
17 y
since Mar 12, 2009 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
6
current, as an IAR
Firms today
1
current registrations
Exams
S65, 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
- A••••••••• L••• other currentsince Jul 27, 2012 · Washington, Dc
- S••••••• I••••••••• I••• formerSep 18, 2009 to Jun 23, 2011 · Vienna, Va
Moves
a registration end followed by a registration begin elsewhere
- S••••••• I••••••••• I••• to A••••••••• L•••left Jun 23, 2011, registered Jul 27, 2012 (400 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
- Other adviserderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address