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Registered advisor
J••••• M••••
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••wirehousePalm Beach Gardens, Fldual registrantIAPD 5808782
Feed of 09/14/2026
Also filed as J••••• M•••••• M••••
At current firm
2 y
since Apr 22, 2024
In the industry
15 y
since Mar 21, 2011 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse currentsince Apr 22, 2024 · Palm Beach Gardens, Fl
- J••• M••••• S••••••••• L•• wirehouseMar 22, 2024 to Apr 22, 2024 · Jupiter, Fl
- J••• M••••• P•••••• W••••• A••••••• L•• formerJun 28, 2016 to Apr 23, 2024 · Boston, Ma
- O•••• F•• I••• formerMar 25, 2011 to Jul 8, 2016 · Boston, Ma
Moves
a registration end followed by a registration begin elsewhere
- J••• M••••• P•••••• W••••• A••••••• L•• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Apr 23, 2024, registered Apr 22, 2024 (-1 days) · Affiliated broker-dealer or bank to wirehouse · moved with a team
- J••• M••••• S••••••••• L•• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Apr 22, 2024, registered Apr 22, 2024 (0 days) · Wirehouse to wirehouse · moved with a team
- O•••• F•• I••• to J••• M••••• P•••••• W••••• A••••••• L••left Jul 8, 2016, registered Jun 28, 2016 (-10 days) · Other
Signals
- ••• LockedApr 23, 2024 · Advisor changed firm · fact
- ••• LockedApr 22, 2024 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wirehousederived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address