B•••• A••• N•••••••

• W•••• F•••• A••••••• wirehouse current
  since Jun 18, 2026 · Fort Wayne, In
• W•••• F•••• A••••••• wirehouse
  Dec 8, 2015 to Jun 18, 2026 · Duluth, Mn
• F•••• T•••• S••••••••• I••• BD affiliated
  Dec 5, 2013 to Dec 14, 2015 · Camby, In
• E••••• J•••• national BD
  May 24, 2010 to Dec 2, 2013 · Indianapolis, In

• W•••• F•••• A••••••• to W•••• F•••• A•••••••
  left Jun 18, 2026, registered Jun 18, 2026 (0 days) · channel change inside one enterprise, not a move · moved with a team
• F•••• T•••• S••••••••• I••• to W•••• F•••• A•••••••
  left Dec 14, 2015, registered Dec 8, 2015 (-6 days) · Other
• E••••• J•••• to F•••• T•••• S••••••••• I•••
  left Dec 2, 2013, registered Dec 5, 2013 (3 days) · Other

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.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Wirehousederived

Years in industry

16derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address