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Registered advisor
J•••• A• T••••••
R•••••• J•••• F•••••••• S••••••• A•••••••• I••BD affiliatedSt. Petersburg, Fl dual registrantIAPD 5734485
Feed of 09/14/2026
Also filed as J•••• Alexander T••••••
At current firm
2 y
since Dec 19, 2023
In the industry
16 y
since Apr 12, 2010 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
2
current registrations
Exams
S66
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•••• • A••••••••• I••• national BD currentsince Jun 23, 2025 · St. Petersburg, Fl
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated currentsince Dec 19, 2023 · Jacksonville, Fl
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseJun 3, 2013 to Dec 1, 2023 · Jacksonville, Fl
- P•• W••••• M••••••••• BD affiliatedMar 16, 2012 to Mar 15, 2013 · Atlanta, Ga
- E•••• N••••••• S••••••••• I••• formerJul 9, 2010 to Dec 13, 2011 · Woodstock, Ga
- W•••••• • R••• formerApr 15, 2010 to Apr 27, 2010 · Atlanta, Ga
Moves
a registration end followed by a registration begin elsewhere
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Dec 1, 2023, registered Dec 19, 2023 (18 days) · Wirehouse to affiliated broker-dealer or bank
- P•• W••••• M••••••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Mar 15, 2013, registered Jun 3, 2013 (80 days) · Other
- E•••• N••••••• S••••••••• I••• to P•• W••••• M•••••••••left Dec 13, 2011, registered Mar 16, 2012 (94 days) · Other
- W•••••• • R••• to E•••• N••••••• S••••••••• I•••left Apr 27, 2010, registered Jul 9, 2010 (73 days) · Other
Signals
- J•••• A• T•••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I•• (registered 2023-12-19)Dec 1, 2023 · 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
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address