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Registered advisor
J•••••• M•••• T••••••
Feed of 09/14/2026
Also filed as J•••••• M•••• P•••••••••
At current firm
5 y
since Sep 3, 2021
In the industry
15 y
since Mar 21, 2011 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
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
- M••••• S•••••• wirehouse currentsince Sep 3, 2021 · Morristown, Nj
- U•• F•••••••• S••••••• I••• wirehouseApr 4, 2012 to Sep 24, 2021 · Florham Park, Nj
- M••••• S•••••• wirehouseMar 22, 2011 to May 4, 2012 · Morristown, Nj
Moves
a registration end followed by a registration begin elsewhere
- U•• F•••••••• S••••••• I••• to M••••• S••••••left Sep 24, 2021, registered Sep 3, 2021 (-21 days) · Wirehouse to wirehouse · moved with a team
- M••••• S•••••• to U•• F•••••••• S••••••• I•••left May 4, 2012, registered Apr 4, 2012 (-30 days) · Wirehouse to wirehouse
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
- Wirehousederived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address