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Registered advisor

J•••••• C••••••••

M••••• S••••••wirehouseDuluth, Gadual registrantIAPD 6100941

Feed of 09/14/2026

Also filed as G••••• H•••••

At current firm

0 y

since May 8, 2026

In the industry

14 y

since Aug 21, 2012 (earliest exam, job or registration)

Prior registered firms

2

IAPD previous registrations

State registrations

2

current, as an IAR

Firms today

1

current registrations

Exams

S66, S63

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••••• S•••••• wirehouse current
since May 8, 2026 · Duluth, Ga

M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Mar 12, 2025 to Apr 16, 2026 · Alpharetta, Ga
M••••• S•••••• wirehouse
Jun 16, 2016 to Aug 18, 2023 · Chicago, Il

Moves

a registration end followed by a registration begin elsewhere

M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to M••••• S••••••
left Apr 16, 2026, registered May 8, 2026 (22 days) · Wirehouse to wirehouse
M••••• S•••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left Aug 18, 2023, registered Mar 12, 2025 (572 days) · Wirehouse to wirehouse

Signals

••• Locked
Apr 16, 2026 · Advisor changed firm · fact
••• Locked
Aug 18, 2023 · 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: 14derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address