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Registered advisor
J••••• L•••• G••••••••
Feed of 09/14/2026
Also filed as Justin Goldstein
At current firm
7 y
since Jun 18, 2019
In the industry
26 y
since Sep 1, 2000 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
2
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- W••••••••• A••••••• independent RIA currentsince Jun 2, 2026 · Madison, Wi
- W••••••••• R••••••••• A••••••• institutional currentsince Jun 18, 2019 · Madison, Wi
- W••••••••• A••••••• formerJun 12, 2013 to Jan 2, 2020 · Potomac, Md
- B•••• T•••• I••••••••• A••••••• formerAug 22, 2012 to Jul 8, 2013 · Madison, Wi
- W•••••• • R••• formerAug 13, 2010 to Aug 22, 2012 · Madison, Wi
Moves
a registration end followed by a registration begin elsewhere
- W••••••••• A••••••• to W••••••••• R••••••••• A•••••••left Jan 2, 2020, registered Jun 18, 2019 (-198 days) · channel change inside one enterprise, not a move · moved with a team
- B•••• T•••• I••••••••• A••••••• to W••••••••• A•••••••left Jul 8, 2013, registered Jun 12, 2013 (-26 days) · Other
- W•••••• • R••• to B•••• T•••• I••••••••• A•••••••left Aug 22, 2012, registered Aug 22, 2012 (0 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
- Independent wealth managerderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address