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Registered advisor
J••• E••••• B•••
Feed of 09/14/2026
Also filed as J••• B•••••••• B•••
At current firm
2 y
since Aug 20, 2024
In the industry
18 y
since Feb 1, 2008 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- L•• F•••••••• L•• BD affiliated currentsince Aug 20, 2024 · Maitland, Fl
- O•••• W•••••• I••• BD affiliatedJun 14, 2024 to Aug 22, 2024 · Maitland, Fl
- S••••••••• A•••••• A•••••••• I••• formerAug 30, 2017 to Jun 14, 2024 · Maitland, Fl
- P••• A••••• S••••••••• L•• BD affiliatedNov 20, 2009 to Aug 30, 2017 · Maitland, Fl
- V•••• S••••• I••••••••• S••••••• L•• unclassifiedSep 18, 2009 to Sep 30, 2009 · Maitland, Fl
Moves
a registration end followed by a registration begin elsewhere
- O•••• W•••••• I••• to L•• F•••••••• L••left Aug 22, 2024, registered Aug 20, 2024 (-2 days) · corporate re-registration, not a move
- S••••••••• A•••••• A•••••••• I••• to O•••• W•••••• I•••left Jun 14, 2024, registered Jun 14, 2024 (0 days) · corporate re-registration, not a move
- P••• A••••• S••••••••• L•• to S••••••••• A•••••• A•••••••• I•••left Aug 30, 2017, registered Aug 30, 2017 (0 days) · Other
- V•••• S••••• I••••••••• S••••••• L•• to P••• A••••• S••••••••• L••left Sep 30, 2009, registered Nov 20, 2009 (51 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet.
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